Navigating the Corporate Executor Landscape: Key Considerations and Best Practices

Presented by the CBA Alberta Wills, Estates & Trusts South Section

On Demand. Originally presented on February 11, 2025.

This presentation will explore the corporate executor landscape, examining the key differences among corporate executors and their roles in estate management. It will cover when it’s appropriate to consider appointing a corporate executor and the factors that influence this decision. Additionally, the session will provide best practices for selecting the right corporate executor, ensuring that estates are managed efficiently and in line with the wishes of the deceased. Attendees will gain valuable insights into navigating these decisions to achieve optimal outcomes for clients and beneficiaries.

SPEAKER

Jenna Carvalho, MBA, MTI, TEP (Founder, Guardian Estate Company)

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MEETING PRICE

Full Subscribers: No charge | Webcast subscribers: No charge | On-Demand Subscribers: No charge | Non-Section Subscribers: $15.00 | CBA Law Student Members: No charge
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