COURSE
Estate Planning in Canada
An overview of why preparation is important, the executor process, and an outlook for the future
schedule 1 hour4.5(167 ratings)
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Created By Debbie Stanley, MTI, CEA
CA$50
auto_storiesAUTHOR(S)
Christopher Mines
About this course
The COVID-19 pandemic led to an uptick in people creating their first will and deciding how their assets would be distributed after death. Planning for death can still be a taboo subject. Without adequate preparation, executors face several stressors in addition to mourning a loved one. Chris Mines is joined by Debbie Stanley, certified executor advisor, speaker, author, and founder of ETP Canada. They discuss what happens when someone is named an executor, how people can create a holistic planning process, and how to avoid out-of-pocket expenses.
Some of the topics covered in this course include:
How the estate planning process differs between provinces and for non-Canadian residents
Being named an executor vs. administrator
Creating and updating a will
The probate process
Prepaying funeral expenses and assessing CPP benefits
Tips for distributing unsheltered assets and more!
This course includes:
schedule1 hours on-demand video
signal_cellular_altBeginner level
task_altNo preparation required
calendar_todayPublished At Nov 14, 2022
workspace_premiumCertificate of completion
errorNo prerequisites
lock1 year access
calendar_todayUpdated At Jul 27, 2024
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