{"id":1679,"date":"2024-09-26T02:46:34","date_gmt":"2024-09-26T02:46:34","guid":{"rendered":"https:\/\/advisor.wellington-altus.ca\/evolved-wealth-advisors\/?p=1679"},"modified":"2024-12-10T03:02:53","modified_gmt":"2024-12-10T03:02:53","slug":"executors-checklist","status":"publish","type":"post","link":"https:\/\/advisor.wellington-altus.ca\/evolved-wealth-advisors\/2024\/09\/26\/executors-checklist\/","title":{"rendered":"Executor\u2019s Checklist"},"content":{"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<div class=\"wp-block-image\">\n<figure class=\"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\" class=\"wp-image-10953\" src=\"https:\/\/wellington-altus.ca\/wp-content\/uploads\/2024\/09\/image-4-1024x621.png\" alt=\"\" width=\"1024\" height=\"621\" \/><\/a><\/figure>\n<\/div>\n<p>&nbsp;<\/p>\n<p>Download the executor\u2019s checklist\u00a0<a href=\"https:\/\/wellington-altus.ca\/wp-content\/uploads\/2024\/09\/AWPG_Executors_Checklist_09_2024_Final_EN-1.pdf\">here<\/a>.<\/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 &#8230;<\/p>\n","protected":false},"author":248,"featured_media":1682,"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":[25,26,31,27,29,30,28],"class_list":["post-1679","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-wealth-planning","tag-estate","tag-estate-planning","tag-evolved-wealth-advisors","tag-executor","tag-financial-planning","tag-wealth-advisor","tag-wealth-planning"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Executor\u2019s Checklist - Evolved Wealth Advisors Estate Planning Executors Checklist Wealth<\/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\/evolved-wealth-advisors\/2024\/09\/26\/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 - Evolved Wealth Advisors Estate Planning Executors Checklist Wealth\" \/>\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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