Learn to navigate the complexities of wills, probate, and estate management
Embrace the inevitable with confidence: attend Executor School
CHECK OUT THE NEW 2025 DATES
Facilitated Learning Planning and Prep for Executorship.
At Executor School, we go beyond the Basics.
Our four-module program dives deep into the nuances of wills, executor responsibilities, and the delicate balance required to be a successful executor. With a focus on values-based decisions, practical insights, and real-world scenarios, we prepare you for the challenges and responsibilities that come with being a Death Project Manager.
The knowledge and resources you need to close out someone’s life.
Facilitated Executorship
Workshops.
$497 /per person
Why Choose Us?
Once registered, we will contact you to discuss payment options.
Your spot can be reserved with full or partial payment.
- Module 1: Introduction to Wills & Executorship
- Module 2: What it means to be a good executor
- Module 3: You’re an Executor…Now what?!
- Module 4: Your Executor Task List
Module 1:
Introduction To Wills & Executorship
This module lays the groundwork for navigating the complexities of estate planning with confidence and clarity.
Learn basic terminology. View wills from both the planning and execution side. Explore the estate owner and executor perspectives, and how to set up a will to make it easier for those left behind to fulfill the spirit and intent of your wishes.
Module 2:
What It Means To Be A Good Executor
Learn the roles, responsibilities, risks, and rights of both estate owner and executor. Explore the nuanced relationship between the two roles.
Gain insight into the benefits of an effective collaborative partnership between estate owner and executor-in-waiting, and how to leverage it when planning your own estate.
Module 3:
You’re An Executor …Now What?!
Take a deeper dive into the roles and responsibilities of being the Executor: your obligations, boundaries of authority, and best practices.
With a focus on practical skills and professional know-how, we guide you through the complexities of estate management, ensuring you’re fully equipped to handle your responsibilities with expertise and ease.
Identify executorship danger zones and how to avoid the most common family, legal, and financial pitfalls.
Module 4:
Your Executor Task List
Get a clear roadmap for prioritizing and handling executorship tasks efficiently.
Learn the order of duties and payments with a practical task list and schedule.
Discover professional resources available, and what to do when things don’t go according to plan.
Leave with a realistic plan, well-prepared to navigate the complexities of executorship and estate administration.
- Upcoming Program Dates
- Upcoming Program Dates
- Upcoming Program Dates
- Upcoming Program Dates
- Upcoming Program Dates
FEBRUARY 5-25 2025
4 Wednesday evenings
6PM-8PM MST
MAY 27 – JUNE 17 2025
4 Tuesday evenings
6PM-8PM MST
SEPTEMBER 7-28 2025
4 Sunday afternoons
3PM-5PM MST
NOVEMBER 1-22 2025
4 Saturday mornings
10AM-12PM MST
Facilitated Executorship
Workshops
$497 /per person
What's in it for you?
- Attend from anywhere via Zoom
- Exclusive access to a private community of learners
- Eight hours of live small group instruction, broken down into two-hour sessions over four weeks.
- Easy to use worksheets and templates
- Assistance in finding appropriate qualified individuals/services to help you fulfill your executor responsibilities.
- Frequently Asked Questions
- Frequently Asked Questions
- Frequently Asked Questions
- Frequently Asked Questions
- Frequently Asked Questions
At Executor School we don’t believe in shoulds. Go to Executor School because you want to.
- You want to do a good job for the person who asked you to take on this role.
- You want to know how to get the job done efficiently so you can get on with living your life.
- You want to know how to prioritize, delegate, and communicate properly as an executor.
- You want to make this job easier on yourself and on those who are impacted by it.
- You want to avoid making mistakes that could land you in legal and financial trouble.
- You want to stop wasting time trying to figure this executor thing out on your own.
You will learn how to be the best darned executor you can be!
And you will learn how to set up your own estate and equip your own executor-in-waiting to make it easier to close out your own life. When the time comes, of course.
Current executors, executors-in-waiting, and estate owners looking to choose or to help their own executor are our ideal learners.
It doesn’t matter if you’ve already been an executor, are currently an executor, are expecting
to be one soon, or hope to dodge that proverbial bullet (death or executorship!), this
education is for you!
Nope. Because let’s face it – everyone dies.
Executor School can help anyone who would like to not leave a mess behind when they shuffle off their mortal coil. Why not build a better departure plan to help your own Executor and others you leave behind?
Hopefully! By applying what you learn at Executor School, you should be able to avoid
making mistakes that get you into legal or financial hot water.
Executor School gives you the knowledge you need to make good, informed decisions that
minimize risk to the estate and to you, the executor.
But we cannot control the behaviours of others, so we can’t promise you people won’t get
weird because you’re doing a good job at being the executor. Sorry.
Absolutely not.
Regardless of what stage you are in the role, these classes are meant to
equip you, to fill in any knowledge gaps, and provide more guidance than perhaps you’ve
had in the past. Most executors don’t get any instruction at all. Let us help you navigate from
wherever you are in the process.
Any time is a good time to become death literate.
We are never guaranteed tomorrow. Whether you are thinking of attending as an estate owner, as a potential executor, or you’re just plain curious, the knowledge you gain will be useful, I promise. There is no better time than today to begin.
You know what they say- spend money to save money!
When you take the time to learn about the role of executorship, and to plan how to close out a life, you are equipping yourself
to make better decisions. Making informed decisions can potentially save you time, energy,
headache, heartache, and money.
● Knowing how to prepare for and what questions to ask the lawyer or accountant can
save the estate paying for unnecessary billable hours. And save you from wasting
time in meetings you don’t need.
● Knowing what order to do executor tasks in can avoid having to pay for unneeded
products and services. It can also ensure you are hiring the appropriate people to
delegate tasks to, also saving money.
● Knowing how and when to communicate, and to whom, can save you from legal fees
related to privacy breaches or unhappy, uniformed beneficiaries.
Wouldn’t that be nice! But sadly, no. At least not at this time. But we may be able to
connect you with good people in your area who can take on some of the work for you, if that’s really what you want.
We are based out of Canada, and our learning is focused on Canadian tax and estate laws, taxation, and other governmental requirements.
Most semesters will be virtual, so you can join from anywhere. Currently classes meet on Zoom. There is no brick & mortar school currently, as we want to support all executors, regardless of where they live.
- In-person, small group learning is available by special request.
- A self-paced learning option is in development. If this is something you are interested in, please let the school know so we can make it a priority.
Gina Vliet
Gina Vliet, founder of Executor School, educates and guides small groups and families through end-of-life planning, executorship, and resilience building, helping people live better lives through planning for death.
Gina founded Charon Consulting, her flagship end of life consulting business, in 2018. Since then, she has been a guest on CBC Radioactive addressing various topics related to death and dying and has hosted over 60 Death Cafés.
In 2022-2023 she was part of a working committee to assist the Covenant Health Palliative Institute in building and implementing Compassionate Alberta, a project meant to raise awareness for palliative care and advance care planning in Alberta.
Along with being educated in the funeral industry and being Canadian certified as an Executor Advisor, Gina has several years experience as an instructional designer and facilitator and takes a practical but fun approach to helping you learn what you need to know about death and dying and planning for your inevitable demise.
Think of her as your friendly neighbourhood death educator, and your guide to helping you learn how to navigate the sometimes-choppy waters of executorship.
Facilitated Executorship Workshops
The knowledge and resources you need to close out someone’s life.
Executor School is a Canadian-based education program that can help you reduce time, energy, and costs by getting you prepared to ask good questions, locate practical resources, and make well informed decisions about end-of-life planning.
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Disclaimer
The information provided by Executor School is educational and intended for informational purposes only. It is not to be construed as tax, accounting, legal, regulatory, financial, medical, or other professional advice. It is not meant to be a substitute for tax, accounting, legal, regulatory, financial, medical, or other professional advice. Executor School attendees, or visitors to this website, should always consult their own tax, accounting, legal, regulatory, financial, medical, or other professional advisors.
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