Course details

    1. Tips and Traps for Executors

    2. Trust Company Fee Schedule Comparison

    3. Estate Administration Checklist

    4. Recording

About this course

  • $78.00
  • 2 CPD hours
  • July 6, 2023

Instructor(s)

Jim Kibble

Jim Kibble is an independent fee-only estate planner (i.e. sells no insurance or investment products) and founder of Ontario Estate Consulting Solutions Inc. with offices in Kitchener, New Hamburg, Hamilton, and St. Catharines. He holds credentials as a chartered accountant, trust and estate practitioner and certified executor advisor.

Jim is also the resident estate planner at the Henry Walser Funeral Home Ltd. in Kitchener where he operates his business and also assists Walser families with estate planning and estate administration matters.

Jim's community involvement includes the Rotary Club of Kitchener Westmount, Country Hills Church, Waterloo-Wellington Estate Planning Council, and the K-W Racquet Club. Jim also enjoys doubles squash, camping, and the ukulele.