This site requires Javascript.

Please enable Javascript before proceeding:

Firefox

  1. In the FireFox address bar, type about:config.
  2. Look for the javascript.enabled setting.
  3. Set it to true by right-clicking and pressing toggle.

Internet Explorer

  1. On the Tools menu, click Internet Options, then click the Security tab.
  2. Click the Internet Zone.
  3. If you do not have to customize your Internet security settings, click Default Level. Then do step 4.
  4. If you have to customize your Internet security settings, follow these steps:
    a. Click Custom Level.
    b. In the Security Settings - Internet Zone dialog box, click Enable for Active Scripting in the Scripting section.
  5. Click the Back button to return to the previous page, and then click the Refresh button to run scripts.

Chrome

  1. In the Chrome address bar, type chrome://settings/content/javascript.
  2. Adjust the toggle so that javascript is allowed.
  3. Close the Settings tab and Refresh the page.

 

The Executor Checklist: Key Tasks, Dates & Documents

with Krista Clendenning

Thursday, February 6, 2025

Learning Options:

Live webinar with chat*
includes 60 day replay
9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)
1:30 pm – 3:00 pm (Newfoundland)

*This program features real-time video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.

Registration Fee:

Save $25
Register on or before January 24, 2025
$140.00 + HST

Register after January 24, 2025
$165.00 + HST

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

CPD Credit Hours:

Credit Hours

CPD Hours (live presentation*)

ON: This program contains 1.5 Professionalism hours.

BC: This program has been approved for 1.5 CPD hours of professional responsibility and ethics, client care and relations, and/or practice management.

SK: This program qualifies for 1.5 CPD hours (1.5 of which qualify as ethics hours) under the Law Society of SK CPD Policy.

Lawyers in other mandatory CPD jurisdictions may count their attendance towards their CPD requirement/plan.

Seminar Partners is an Accredited Provider of Professionalism Content by the Law Society of Ontario and a pre-approved CPD Provider of the Law Society of British Columbia.

*The circumstances under which CPD credit will be recognized for watching archive programs vary by province. If you are viewing the recording of the live webinar, please verify with your law society the circumstances under which they will recognize CPD hours for the recording.

Technical Information:

Live webinars allow you to view faculty, see their presentation slides, and ask questions by chat. You will need a current web browser (Chrome (Chrome works best), Safari, Firefox), a wired (better than wireless) connection to the Internet of at least 2 Mbps. You can test your internet speed/bandwidth here. If you miss the live program, you can access the archive, at your convenience, for 60 days.

Satisfaction GuaranteeSatisfaction Guarantee:
At Seminar Partners, we’re proud of the quality of our programs and presenters. An overwhelming 98% of our participants say they would recommend the program they have taken to their colleagues. If, after having attended a program in its entirety, you are not satisfied that the program has enhanced your understanding of the subject, and you notify us of this in writing the same day, we will give you a credit toward another program of comparable price.

Who Should Attend

This program will be of interest to wills and estates practitioners of all experience levels.

About the Program

Knowing the steps to administer an estate is critical for a successful wills and estates practice. Whether you are advising an executor or acting as executor yourself, fiduciaries must meet specific legal requirements. This highly practical presentation with experienced estates practitioner Krista Clendenning will address key tasks, dates and documents in the administration process, from notifying relevant parties to closing the estate. You will learn about important tax matters, executor compensation, assessing potential claims, and pitfalls that may lead to fiduciary liability. Topics include:

  • Notifying service providers, applying for a death certificate, and securing insurance on assets
  • Determining whether probate is required and completing asset inventories
  • Managing creditor claims and understanding tax implications and filing deadlines
  • Tracking time for executor compensation and considerations when making interim distributions
  • Closing the estate, reporting to beneficiaries, passing of accounts

Whether you're new to estate administration or seeking to refine your existing toolkit, this webinar offers an invaluable checklist of essential action items that will help you and your executor clients manage estates with greater confidence and efficiency. Register today to ensure you’re fully prepared for your next estate administration file.

Meet Your Presenter

Lynne Butler

Krista Clendenning is a partner with Tradition Law LLP in Winnipeg, Manitoba, practicing in estate planning and estate administration. She has focused her wills practice on planning for family members of persons with disabilities. Krista is a member of the Estate Planning Council of Winnipeg. She earned her T.E.P. and became a member of the Society of Trust and Estate Practitioners in 2021. She is an active speaker on estates law topics, including for the local branch of STEP, the Manitoba Bar and the Canadian Bar Association. Krista is also a prolific writer, including for the Canadian Estates and Trusts Reports and Estates and the Canada Trusts and Pensions Journal. She is a past recipient of the Manitoba Bar Association’s Headnotes and Footnotes Award for her firm’s column on wills and estates decisions in MBA’s monthly newsletter. Finally, Krista lends her time as editor of the Manitoba chapter of the National Concordance, a reference guide for estate and succession law across Canada.

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

First Steps: Initial Tasks and Notifications

Preparing Court Documents: Probate Filings, Inventorying Assets, and More

Managing the Estate: Asset Collection, Distributions, Tax, and Ongoing Administration

Dealing with Personal Items: Handling Personal Property and Executor Discretion

Wrapping Up the File: Final Distributions, Reporting, and Closing the Estate

Program Wrap-up and Evaluation

Praise for Past Programs

"Super practical. I learned a lot."

"Excellent presenter - well organized, thorough and very practical. Appreciated all the personal examples and explanations she shared."

"Liked getting the slides and sample letters. Always nice to have examples from good lawyers."

"Very informative, polished presentation. Top marks all around."

"I've been doing wills work for 5 years and found everything useful. Would definitely recommend."
Register
Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until January 24, 2025

The Executor Checklist: Key Tasks, Dates & Documents with Krista Clendenning, Thursday, February 6, 2025
$140.00

After January 24, 2025

The Executor Checklist: Key Tasks, Dates & Documents with Krista Clendenning, Thursday, February 6, 2025
$165.00

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

For program information contact:

Jennifer Snoyer at
Tel. 647.352.8633 or
1.866.606.4212
Email: jennifer@seminarpartners.ca

For technical information or assistance using this site contact:

Support Team at:
Tel: 613.723.1166
support@myconferencesuite.com