About
Executor Roles and Duties - Tips, Tricks & Strategies

One of the most important decisions to make in estate planning is choosing your executor and trustee – referred to as an Estate Trustee. Who should act? Should you have two or more people act jointly? And who should be appointed as the alternates should your first choice be unwilling or unable to act? Also, what happens if they predecease you? Is your appointment current?

The answers to these questions can be critical to the success of your estate plan.


CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

CE credit offer available until October 23, 2024.
Presenter
1719941028-148a439260e82154
Diana Mick
Manager, Tax & Estate Planning, Empire Life
Diana is a seasoned financial services professional who has been an MDRT level advisor, the top long term care specialist for a major carrier, a coach and trainer for advisors and served as an advanced estate planning specialist dealing with affluent clients at major dealers.

She is recognized for bringing a positive and engaging personality combined with the ability to deliver work effectively in challenging and pressurized environments. She has demonstrated a passionate commitment to developing businesses and teams to meet the changing needs of the field.
Register To Watch Recording
First Name*
Last Name*
Email Address*
Phone*
City*
Province*
MGA or Dealer (if applicable)*
Advisor code*
CIPR# for Alberta
I wish to receive credits for:*
Advocis - includes FISCO, ICIB, IFB (pending)
Alberta Insurance Council (pending)
Chambre de la sécurité financière (pending)
FP Canada (pending)
Insurance Council of Manitoba (pending)
Insurance Council of Saskatchewan (pending)
✓
If you don’t receive your registration confirmation email within 10-15 minutes, please check your junk / spam folder.
We use BigMarker as our webinar platform. By clicking Register, you acknowledge that the information you provide will be transferred to BigMarker processing in accordance with their Terms of Service and Privacy Policy.
Powered by BigMarker