Executor School is a learning program offered in two formats: self-directed online learning and live virtual instruction.
Learn the realities of executorship in plain language
Practical executorship education
Executor School goes beyond the basics. It looks at executorship from both sides: the estate owner who is planning ahead, and the executor who may one day have to carry the work out.
The program focuses on plain-language learning, practical realities, values-based decision-making, and the kinds of questions people need to ask before problems become expensive, stressful, or time-consuming.
You can move through the material independently in the self-directed format, or join the live virtual version for facilitated learning and discussion.
Course Description
Executor School provides a practical introduction to wills, executorship, and estate administration.
Across the modules, you explore the role of the executor, the relationship between the estate owner and executor, common legal and financial risks, communication responsibilities, and the order in which estate tasks are typically handled.
How the Program is Delivered
The program is organized into four modules and offered in two formats:
~self-directed online learning for people who want flexibility and the ability to learn at their own pace
~live virtual sessions for people who want guided instruction and real-time discussion
Whether self-directed or live, you will have access to live support sessions. You also get one hour of private individual consultation with the facilitator to discuss your specific needs.
Both formats are designed to help you understand the role more clearly, work more effectively with professionals, and make informed decisions based on your own situation.
Choose the learning format that works for you. Same practical education, different ways to learn.
What You Receive
~four practical learning modules
~plain-language education on wills, executorship, and estate administration
~workbooks and administrative tools
~guidance to help identify risks, next steps, and support needs
~a clearer framework for making informed decisions
Learning Objectives
Module 1: Introduction to Wills & Executorship
By the end of the module, you will be able to:
~Use basic terminology related to executorship and estate management
~Discuss the pros and cons of having a will
~Name major life changes that should trigger a will review
~List the key roles of both estate owner and executor
~Summarize how the roles of estate owner and executor work best together
Module 2: What It Means to Be a Good Executor
By the end of the module, you will be able to:
~Explain the roles, responsibilities, and rights of estate owners and executors
~Describe the characteristics of a good executor
~Discuss why choosing the right executor is important
Module 3: You’re an Executor…Now What?!
By the end of the module, you will be able to:
~Audit where they are in the role of executor
~Explain how to apply the three pillars of executorship
~Identify legal and financial risks and how to mitigate them
~Investigate boundaries of authority of both executor and beneficiaries
Module 4: The Executor Task List
By the end of the module, you will be able to:
~Identify the major stages of estate administration
~Plan key tasks associated with executorship
~Communicate with beneficiaries appropriately
~Adhere to the order of estate payout and reporting
Course Scheduling
~Self-directed online learning content and live support is available for a minimum of one year. You may have the option to extend access if needed. ~Live virtual sessions are facilitated over a four-week period. Each session is two-hours in duration. In some cases you may be access to recordings after class.
Learning Outcomes
By the end of this program, you will be better able to:
~approach executorship with greater confidence, clarity, and practical understanding
~make better informed decisions before and during estate administration
~maintain better documentation, record keeping, and organization throughout the process
~communicate more clearly with beneficiaries and other stakeholders
~make better decisions about what to do personally, what to delegate, and when to bring in professional support
~reduce avoidable risk, stress, effort, and unnecessary cost through better preparation
Register for Executor School
$597 /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.
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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