Creating an estate plan and what your executor needs to know

Creating an estate plan and what your executor needs to know

By Okanagan Embrace Aging

Overview

Join the discussion to learn how to make estate planning accessible to everyone

Wednesday, March 18, 2026, 10:00 am - 12:00 pm
Providence Funeral Homes
1258 Main Street, Penticton BC V2A 5G1

In this presentation, we help families understand what the role of an executor is and what types of things they will be facing when dealing with Estate Settlement. We discuss estate planning, wills, funeral planning, probate, taxes and financial planning. We take a wholistic approach to make planning accessible for everyone.
This is a fantastic opportunity to ask questions from our experts and to learn the steps to create a solid, well rounded Estate Plan.

Presented by
Lee Davidson, Advanced Planning Director
Providence Funeral Homes

Free and open to the public - Everyone is welcome


Category: Health, Personal health

Good to know

Highlights

  • In person

Location

Providence Funeral Homes & Crematorium

1258 Main Street

Penticton, BC V2A 5G1 Canada

How do you want to get there?

Organized by

Okanagan Embrace Aging

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On Sale Dec 20 at 12:00 AM