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Important Update: Potential Canada Post Strike & Shipping Guidelines

We wish to inform you of a significant development that may affect the delivery of course materials soon. Canada Post may be in a position to strike as of Friday, November 15, 2024. This potential action could disrupt the delivery of all wall documents and frames that are typically shipped through their services.

We strongly advise all candidates enrolling in courses that require textbooks or other physical materials to take note of the following important shipping guideline:

When registering for your course, please ensure that you provide a complete street address rather than a P.O. Box. This adjustment is crucial because, in the event of a Canada Post strike, unfortunately, UPS is unable to deliver items to P.O. Boxes, making it imperative that a full street address is provided at the time of registration.

We understand the importance of having all your course materials on time and are committed to taking proactive steps to minimize any inconvenience that may arise due to the potential strike. By adhering to the above guideline, you can help ensure that your learning experience remains smooth and uninterrupted.

We appreciate your understanding and cooperation in this matter.

About

As the Canadian population ages, financial services providers will see an increasing demand for the services of trust and estate practitioners and a corresponding growth in career opportunities. Trust and estate professionals’ expertise is sought by clients looking for ways to ensure that the responsibility of being an executor and/or trustee is undertaken by a trusted professional.

Aligned with industry competencies, Estate and Trust Administration offers a highly effective approach to studying. In taking this course, you will gain an in-depth understanding of the work of the executor and trustee in the administration of estates and trusts, as well as a thorough grounding in will preparation and interpretation. You will also learn about the legal and tax environment and the level of competence required of a corporate executor.

This course has been used by trust professionals for over 35 years to provide them with the foundational knowledge they need to provide invaluable services to clients who need assistance with the administration and management of their estate and trust assets. The course is provided through a self-paced study of information, principles and practices in the personal trust area, with application to daily job situations.

What skills will you develop?

Estate and Trust Administration provides comprehensive information about estate administration and trust management, and it describes in-depth the role and responsibilities of the people who provide these services. This course will help you to:

  • Expand your knowledge of the functions and services provided by an executor and a trustee
  • Increase your competence in dealing with the estate and trust administration needs of clients
  • Identify opportunities to assist your clients with estate and trust services and products

Who should enrol?

The course is ideal for individuals seeking a career in estate and trust administration or management. It will enhance and build your existing estate administration knowledge for those already working in estate and trust and can lead to a professional designation – MTI® Estate and Trust Professional:

  • Estate Administrators
  • Trust officers
  • Law clerks
  • Paralegals
  • Financial Advisors

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