The AAPP has partnered up with Estate Planning Council of Canada to bring you: Introduction to Estate, POA and Trust Accounting. (Limited Spaces Available)
Accounting for Trusts, Estates & POAs is a high demand area & specialization.
This 3 part series will help you and your staff to streamline your services and grow your practice.
Some online tools are used to demonstrate – but it does not matter what program you use.
Through the series we will cover the fundamentals and use examples of estate files.
Presented by: Debbie Stanley, TEP, MTI, Senior Estate Administrator at ETP Canada and Anna Mouland, CEO and Co-Founder at Bequest.com
Sept 23 - Beginner / 12pm – 1 hour
Sept 24 - Intermediate / 12pm – 1 hour
Sept 25 - Advanced / 12pm – 1 hour
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Debbie Stanley Bio - As the CEO of ETP Canada and the fractional GM of Canada for Bequest, I specialize in acting as a Corporate Estate Trustee, along with preparing POA and estate accounting for law firms, and provide executor's support during the estate administration process. With my extensive experience, I help streamline the estate administration process, reduce stress, and save money for my clients.
In addition to my professional roles, I am an author and a professional speaker. I am passionate about helping families navigate the complexities of estate planning and administration. My goal is to ensure that Executors can focus on what truly matters - being present with their loved ones - while I handle the administrative tasks.