Name: Creating an estate plan and what your executor needs to know
Start: 2026-03-19T10:00:00-07:00
End: 2026-03-19T12:00:00-07:00
Location: Providence Funeral Homes & Crematorium

Creating an estate plan and what your executor needs to know

Join the discussion to learn how to make estate planning accessible to everyone
About this Event

Thursday, March 19, 2026, 10:00 am - 12:00 pm
Providence Funeral Homes
1258 Main Street, Penticton BC V2A 5G1

In this presentation, we help families understand what the role of an executor is and what types of things they will be facing when dealing with Estate Settlement. We discuss estate planning, wills, funeral planning, probate, taxes and financial planning. We take a wholistic approach to make planning accessible for everyone.
This is a fantastic opportunity to ask questions from our experts and to learn the steps to create a solid, well rounded Estate Plan.

Presented by
Lee Davidson, Advanced Planning Director
Providence Funeral Homes

Free and open to the public - Everyone is welcome

Thank you to
Providence Funeral Homes as a Community Sponsor of Embrace Aging month.
Event Photos