Acting as an Executor can be financially rewarding for the member or the member’s client who agrees to act. However, the job can be onerous and fraught with complexity, acrimony and personal risk. The goal of this seminar is to provide you with sufficient knowledge so that you can make an informed decision or assist your clients in making informed decisions as to whether you or your clients should take on the Executor’s role. You will learn and examine the stages of estate administration from date of death through to distribution, final accounting and release.

ADVISORY

This session is scheduled to be recorded and made available for sale as part of our PD On-demand inventory. The recording will focus solely on the instructor's video and discussions that do not pertain directly to the course content will be edited out.

• the probate process
• dealing with creditors and claims
• safeguarding estate assets
• managing beneficiary expectations
• compensation
• accounting and release

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.