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ARTICLE · 31 OCTOBER 2019

Executorship - "Smoothifying" The Process

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Estate planning is an important aspect of your overall wealth management strategy. Yet, while much time and effort goes into the planning and structuring of an ideal estate plan, it seems that...

CanadaFamily and Matrimonial
Danica Doucette-Preville
Danica Doucette-Preville
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This article was originally published by CWB McLean & Partners Wealth Management and has been republished with permission.

Estate planning is an important aspect of your overall wealth management strategy. Yet, while much time and effort goes into the planning and structuring of an ideal estate plan, it seems that the role of the executor, and what their ultimate responsibilities are, gets less attention than it deserves.

We recently hosted a client event on the topic of executorship. Our guest speaker, Danica Doucette-Preville, walked the audience through what she refers to as the "Life Cycle of an Estate" from the perspective of the executor.

In the following blog, Danica offers a summary of the Life Cycle of an Estate and provides guidance on common issues an executor may face in fulfilling their duties in the administration and settlement of an estate.*

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