Creating an estate plan and what your executor needs to know
Overview
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
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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