Link to Handbook published by Dynamic Funds Acknowledgement: We would like to sincerely thank Michael Kulbak, Kulbak Trust Solutions for all his help in the updating and editing of this handbook. What is an Executor? While the person(s) that is named in the Last Will and Testament to administer a deceased estate is commonly referred to as an “Executor”, the legal term for this person(s) is “Personal Representative”. Each province has its own legislation, choosing their own t

Understanding power of attorney versus trusted contact person Published by Investment Executive July 5, 2022 During a recent webinar I gave on power of attorney for property, confusion among attendees was evident about the roles and responsibilities of an attorney under a power of attorney for property versus a trusted contact person (TCP). This article explains the differences between these two roles, some of the challenges of each role and what powers each has or doesn’t ha