Executor Fundamentals: 10 Must-Know Tips
Overview
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.
Good to know
Highlights
- 1 hour
- In person
- Free parking
- Doors at 6:45 PM
Refund Policy
Location
Shake It Off Studio
9 Woodlawn Road East
Guelph, ON N1H 0C1 Canada
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Organized by
ETP Canada
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