{"id":10942,"date":"2024-09-26T09:38:24","date_gmt":"2024-09-26T13:38:24","guid":{"rendered":"https:\/\/wellington-altus.ca\/?p=10942"},"modified":"2024-10-29T17:55:36","modified_gmt":"2024-10-29T17:55:36","slug":"executors-checklist","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/catherwoodwealthmanagement\/executors-checklist\/","title":{"rendered":"Executor\u2019s Checklist"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we\u2019ve created this handy checklist* which outlines five key phases and associated tasks to help you effectively and confidently settle an estate.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/wellington-altus.ca\/wp-content\/uploads\/2024\/09\/AWPG_Executors_Checklist_09_2024_Final_EN-1.pdf\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"621\" src=\"https:\/\/advisor.wellington-altus.ca\/catherwoodwealthmanagement\/wp-content\/uploads\/sites\/130\/2024\/09\/image-4-1024x621.png\" alt=\"\" class=\"wp-image-10953\" srcset=\"https:\/\/advisor.wellington-altus.ca\/catherwoodwealthmanagement\/wp-content\/uploads\/sites\/130\/2024\/09\/image-4-1024x621.png 1024w, https:\/\/advisor.wellington-altus.ca\/catherwoodwealthmanagement\/wp-content\/uploads\/sites\/130\/2024\/09\/image-4-300x182.png 300w, https:\/\/advisor.wellington-altus.ca\/catherwoodwealthmanagement\/wp-content\/uploads\/sites\/130\/2024\/09\/image-4-768x465.png 768w, https:\/\/advisor.wellington-altus.ca\/catherwoodwealthmanagement\/wp-content\/uploads\/sites\/130\/2024\/09\/image-4.png 1061w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Download the executor&#8217;s checklist <a href=\"https:\/\/wellington-altus.ca\/wp-content\/uploads\/2024\/09\/AWPG_Executors_Checklist_09_2024_Final_EN-1.pdf\">here<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. The good news is your Wellington-Altus advisor and our experienced team of tax and estate professionals are here to help. Among the various tools and estate planning strategies available to you, we\u2019ve created this handy checklist* which outlines five key phases and associated tasks to help you effectively and confidently settle an estate.<\/p>\n","protected":false},"author":142,"featured_media":10037,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_oasis_is_in_workflow":0,"_oasis_original":0,"_oasis_task_priority":"","_exactmetrics_skip_tracking":false,"_exactmetrics_sitenote_active":false,"_exactmetrics_sitenote_note":"","_exactmetrics_sitenote_category":0,"footnotes":""},"categories":[17],"tags":[],"class_list":["post-10942","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-wealth-planning"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Executor\u2019s Checklist - Catherwood Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/advisor.wellington-altus.ca\/catherwoodwealthmanagement\/executors-checklist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Executor\u2019s Checklist - Catherwood Wealth Management\" \/>\n<meta property=\"og:description\" content=\"As an estate executor, you may face unfamiliar responsibilities and questions, during an often highly emotional time. 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