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Keyword: Executors

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Tribunal finds that rep's interest in client's estate didn't result from a breach of securities law

Safeguard your client’s assets with an appointed monitor

Potential conflicts involving clients' wills weren't reported to dealer

wood chess pieces surrounding red piece

Jump the credibility curve with executors and beneficiaries

Law concept - Law book with a wooden judges gavel on table in a courtroom or law enforcement office

B.C. court finds the daughter of a man who killed his mother is entitled to his share of her estate

  • By: IE Staff
  • February 9, 2022 February 9, 2022
  • 11:12
Toronto downtown with new streetcar

Safeguard your business by knowing your client’s PoA and executor

digital assets

Clients should take inventory of all online accounts as their first step in creating a digital estate plan

last will and testament waiting to be filled and signed

IIROC and MFDA advisors could lose their licence if they act as an executor and/or beneficiary

middle aged couple discussing something on a document with a female advisor at the table

Personal finance author will help raise awareness about estate planning options

Business man signing a contract

Hiring a professional to administer the terms of a will can be expensive. But in cases involving a large, complex or potentially contentious estate, an experienced hand can be well worth the cost