BOOTCAMP (Webinar)- For Executors, Beneficiaries & Testators (estate owners)
BOOTCAMP (Webinar)- For Executors, Beneficiaries & Testators (estate owners)
Regular price
$99.00 CAD
Regular price
Sale price
$99.00 CAD
Unit price
per
Tax included.
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Live, group sessions delivering valuable information, comprehensive resources at an affordable price.
Join in with your phone, tablet, ipad or computer from the convenience of your home or anywhere with an internet connection.
Executor Selection and Training
- Identify the ideal traits and skills needed for success
Beneficiary Rights and Obligations
- Learn what is rarely understood about your entitlements and responsibilities
Estate & Wealth Transfer Planning
- Basic knowledge and planning on how assets transfer upon death and strategies to reduce taxes owed by the estate.
Customized Sessions
- For your family or group, focusing on your unique concerns
Delivery:
- 60-minute Presentation
- Personal Assessments
- Action Plan Development
- Workbooks & Resources
- Presentation Notes
- Webinar Replay Access
