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Seminars
Empowering Executors to organize and settle estates !
Ask an Executor if they would ever agree to settle another estate and most will say, “No, thank you.” Although honoured when first asked to be Executor, many quickly realize that they lack the experience and knowledge to properly administer the estate when called on to act. Unfortunately, unlike estate planning, estate settlement – like ‘death and taxes’ – is unavoidable.
The good news is that this 90-minute, highly informative presentation (based on The Executor's Toolkit) will empower attendees with a thorough understanding of estate settlement procedures and what they can do today to prepare.
Learn how to:
- Save time and money while settling an estate
- Avoid common pitfalls and delays
- Track estate values and maintain an accounting system
- Efficiently organize and process estate documents
- Prepare your estate for easier administration
Attendees will leave this information-packed session with an 8-page resource guide, time lined action plan and:
- Answers to the most common estate settlement questions, allowing them to feel more in control of a complex situation.
- A comprehensive understanding of an Executor’s legal responsibilities and fiduciary duties, providing them with realistic expectations of costs, timelines and their obligations.
- Time and money saving tips on how to work more efficiently with their lawyer and accountant during the estate settlement process.
- A sense of urgency to take action on estate planning issues, which will make the estate settlement process easier and less expensive.
Our highly acclaimed seminars are led by internationally recognized author and educator Corinne Lavictoire. Corinne has empowered thousands of baby-boomers and seniors throughout Canada and the United States with the knowledge of how to turn the often complex and overwhelming challenge of estate settlement into a logical, systematic task.
Corinne Lavictoire is a former high school teacher with professional designations in financial services specializing in estate and succession planning and is the driving force behind the success of The Executor's Toolkit.
Contact us for more information on attending or hosting this highly-rated estate settlement seminar.
