Executor Financial Education is available to:
- Families
- Legal professionals and law firms
- Accounting professionals and accounting firms
- Private bankers and investment advisors
- Executors and estate administrators
- Trust officers and trust companies
Executors hold tremendous responsibilities in ensuring assets are transferred in a timely and efficient manner. Our executor education program ensures that the transition of wealth is performed seamlessly by coordinating the work of professionals as well as the parties who have a vested interest in the estate plan.
Contact Alphil Guilaran today to learn more about how we can serve your family and your executors.
Alphil Guilaran
Executive Director
604.687.7773
