Executor Fundamentals: 10 Must-Know Tips

Executor Fundamentals: 10 Must-Know Tips

By ETP Canada

Overview

Learn 10 expert tips from Stephanie Dean, CEA to make estate executor duties easier, less stressful, and more cost-effective.

Stephanie Dean, Certified Executor Advisor, and team member of ETP Canada, will be sharing ten tips and strategies to help manage the realities of being an estate executor.

In the team's years of experience in helping families, being more prepared can help make a challenging project easier. ETP Canada's ten tips for being an executor teaches how to reduce stress and save money in making your time with your lawyer, financial advisor, and accountant more efficient when dealing with the estate's administration.

About Stephanie: In December 2024, Steph brought her organizational skills and passion for helping others to ETP Canada, where she plays a key role in estate administration and client support. Drawing from years of experience as a business owner, Steph integrates strong communication, problem-solving, and attention to detail into her work, ensuring a smooth and supportive process for clients.

Category: Business, Finance

Good to know

Highlights

  • 1 hour
  • In person
  • Free parking
  • Doors at 6:45 PM

Refund Policy

Refunds up to 5 days before event

Location

Shake It Off Studio

9 Woodlawn Road East

Guelph, ON N1H 0C1 Canada

How do you want to get there?

Organized by

ETP Canada

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Hosting

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CA$31.59
Jan 28 · 7:00 PM EST