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What They Don't Tell You

We bring you conversations that your financial team usually has behind closed doors.

Naming an executor may be one of the most important decisions you will make during your estate planning process. This person will be responsible for a long list of duties: from funeral wishes to determining what assets and liabilities are present in the estate, protecting those assets, locating beneficiaries and more.

Executorship can be a daunting task that necessitates very specific personal qualities. Although appointing a family member as executor is usually the traditional and default option, it isn’t always appropriate and it can strain family relationships. Watch the full video below for key insights from trust Lawyer Jamie Kidd and Linnea McKercher, VP Portfolio Manager at CWB Wealth Management. If you would like to receive future episodes directly to your inbox, fill out the form at the bottom of this page.

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Executor Core Tasks

To help you understand the complexities and process of administering an estate, we’ve put together an exclusive document listing some of the core tasks involved.

Download it here.

Whether you’re new to estate planning or revising your current will, our team is here to help. Please get in touch if you have any questions and make sure to sign up below to receive new episodes, market commentaries, and other insights directly to your inbox.