Introduction to Being an Executor

First Steps After Death

Understanding the Will and Probate Process

Identifying and Protecting Estate Assets

Handling Estate Liabilities and Debts

Taxes and the Estate

Distributing the Estate to Beneficiaries

Executor Compensation and Duties

Working with Professionals

Special Considerations for Complex Estates

Common Pitfalls and How to Avoid Them

Legal Challenges and Litigation Risks

Finalizing the Estate

Executor Resources

Heritage Trust

CPP Statement of Contributions