Webinars

Planning for the Administration of Your Estate

Client Insights Webinar - Planning for the Administration of Your Estate with Damian McGrath, AVP, Estate and Trust Solutions, Solus Trust, an affiliate of Raymond James, and Paula Lester, AVP, Estate and Trust Solutions, Solus Trust, an affiliate of Raymond James.

What it means to be an Executor*,
Trustee or Power of Attorney
A three-part educational series

Have you ever been asked by a friend or a family member to be their executor, power of attorney (“POA”) or trustee? If you have, you are not alone! 33% of Canadians will one day find themselves faced with one of these roles. It can be perceived as an honor to be chosen for such a job: you are trustworthy, honest, reliable, hardworking and most of all have the time, knowledge and ability to carry out these duties and responsibilities. Sound daunting? Well it should!

Acting as or choosing your executor, POA or trustee is a very big responsibility. These “jobs”, as we call them, require time, effort and come with responsibility and personal liability. Regretfully, many people do not realize the scope or time it takes to do this work and can find themselves stuck or in trouble if they do not complete it correctly.

Join us in the month of November as we focus on these important roles and what it means to be a “fiduciary”, what the tasks entail, and how to ensure you do it right or get the help and support you need to avoid many of the traps and pitfalls.
 

Settling an Estate: The Role of the Executor

Wednesday, November 10 at 1pm ET

Incapacity: The Role of the Power of Attorney

Wednesday, November 17 at 1pm ET

Trusts: Navigating your Trustee Duties
and Responsibilities 

Wednesday, November 24 at 1pm

 
THIS WEBINAR IS FOR CLIENTS OF QUENNEVILLE WALSH PRIVATE WEALTH MANAGEMENT ONLY.  IF YOU WOULD LIKE TO REGISTER, PLEASE EMAIL CAROLE AT CAROLE.SCHNEIDER@RAYMONDJAMES.CA