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In this Embrace Aging month presentation, Advanced Planning Director, Lee, helps families understand:- the role of an executor
- what types of things an executor will face when dealing with estate planning and settlement
- what estate planning is exactly
- what type of will is right for you
- how to plan ahead for a funeral, burial, and/or cremation
- what is probate, how to deal with the taxes, and financial planning
We take a holistic, no pressure 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
To Register:
https://www.eventbrite.ca/e/creating-an-estate-plan-and-what-your-executor-needs-to-know-tickets-1977946865319?aff=oddtdtcreator
For questions email: Lee, Advanced Planning Director, [email protected] or call: 250-493-1774
Event Date and Location:
Wednesday, March 19, 2026, 10:00 am - 12:00 pm
Providence Funeral Homes
1258 Main Street, Penticton BC V2A 5G1
See you then!
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Event Venue & Nearby Stays
Providence Funeral Homes and Crematorium, 1258 Main St, Penticton, BC V2A 5G1, Canada
Tickets
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