News and resources for Canada's top financial advisors
Est. 1998
Advisor's Edge
If a will doesn’t address compensation, then provincial statutes, case law or set guidelines govern how much an executor can receive
By Rudy Mezzetta |October 4, 2021
3 min read
Estate Planning
Clients may need to revise their wills if they’ve named out-of-jurisdiction executors
By Tim Brisibe |May 11, 2021
New rules may allow more executors without a legal background to apply for probate
By Rudy Mezzetta |May 11, 2021
Regularly providing information to beneficiaries — and keeping records — will go a long way
By Rudy Mezzetta |February 5, 2021
In most cases the additional costs — and headaches — aren’t worth it
By James Dolan |June 12, 2020
4 min read
What is a no-contest clause, and what do executors need to know?
By James Dolan |March 27, 2020
Tips for dealing with estate assets in trusts
By James Dolan |November 29, 2019
The pros and cons of two (or more) people managing an estate
By James Dolan |October 25, 2019
Executors may have to balance conflicting interests
By James Dolan |September 20, 2019
Helping executors decide how much to keep aside for complicated estates
By James Dolan |March 25, 2019
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