Agent for Executor
Event Information
Description
Dealing with the loss of a loved one is difficult enough without the added demands of being an executor. Acting as an executor means being responsible for an often lengthy task list that bears with it not only the burden of ensuring a loved one’s last wishes are carried out, but legal liability as well.
The tasks associated with settling an estate can seem endless and complex, from arranging the funeral and meeting with beneficiaries, to obtaining probate, protecting and itemizing estate assets, distributing the estate and filing final tax returns. Join us for this luncheon where Cindy Simmons, Regional Trust Advisor for RBC Royal Trust, takes us through how an Agent for Executor can help with the many tasks and responsibilities of an executor.