Description
Being named executor means being held to a standard. Do you know what that standard is?
Most executors focus on the tasks. Few stop to consider the conduct, and that’s where personal liability usually begins.
The Executor’s Standard™ is a self-assessment tool built on the F.I.D.U.C.I.A.R.Y. Framework™, nine pillars that define what it means to administer an estate with integrity, clarity, and confidence. You’ll follow Sandra through nine realistic moments in an actual estate administration, choose how you’d respond at each one, and see exactly what each choice puts at risk, including yours.
What you’ll do: Work through nine scenario-based pillars covering fiduciary duty, recordkeeping, decision sequencing, scope, communication, impartiality, accountability, risk awareness, and distribution timing.
What you’ll receive: A personalized conduct profile showing your strengths and the areas that need attention, plus a printable reference card built on the F.I.D.U.C.I.A.R.Y. Framework™ you can keep.
What this is: An interactive conduct self-assessment for Canadian executors. Scenario-based. Reflective. Written in plain language.
What this is not: Legal, financial, tax, or medical advice. Always consult a qualified lawyer or accountant before making decisions that affect the estate or your personal liability as executor.
Access details: After purchase you’ll receive the private URL and password by email. All purchases are final.
