What’s inside the
How to Be an Executor course?
You’ll receive a live 2 hour online training with me, David Edey, with plenty of guidance on what to do and exactly how to do it.
I am a Certified Executor Advisor (CEA) who has worked in the financial planning industry in Montreal for more than 35 years.
I'm not just an expert; I am someone who knows this topic inside and out from personal experience, having spent seven years and $50,000 in lawyer fees to come to an agreement with my siblings over my parents’ estate.
And that was with a written will!
The grief, frustration, and stress of that experience were life-altering for me.
I am now determined to help others successfully navigate the difficult tasks of estate planning and executorship—so that families can stay together, rather than fall apart.
Leave your email and we will alert you about upcoming classes
The live training in this course covers three key areas:
What you need to know to
be an executor:
How to start preserving the estate immediately after the death
How to handle complicated estates where there is no will, or where there are disagreements among beneficiaries or other family members
How to make sure outstanding debts are settled and taxes are paid before distributing the remaining estate
How to be prepared for unexpected claims against the estate and head off potential problems with creditors and beneficiaries
How to make inheritance distributions without accidentally creating any financial loss to the estate, so you don’t end up out of pocket personally.