Tips and Traps for Choosing Your Executor

Choosing who you want to nominate to act as your estate executor is a critical decision. You need both primary and alternate appointees and you should likely consider having a trust company involved at some level. This workshop will stretch your thinking on this topic and educate you on related compensation issues. Many people will be re-evaluating their estate plans after attending this session.

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.

Tips and Traps for Choosing Your Executor

Resources

About this course

Instructor(s)

Jim Kibble