​About Executor Helpers

Executor Helpers

. . . we bring the pieces together

Executor Helpers believes being an executor is one of the toughest jobs you will ever have. In addition to mourning the loss of a loved one, you also need to make countless decisions and coordinate many parties (beneficiaries, bankers, lawyers, real estate agents, etc.).

Whether you are administering or pre-planning an estate, Executor Helpers understands what you need to do and we will help you bring the pieces together.

Cheri Goldstone, H.B.Comm, CFP

Retired from a 21-year career in banking (14 years as a branch manager), Cheri excels at finding the 'right' solutions for her clients even if it involves looking outside the box. She is a customer service fanatic and will go the extra mile to ensure all the smallest details are dealt with.

Cheri has been a Certified Financial Planner (CFP) since 1999 and was also a member of the Canadian Institute of Certified Executor Advisors from 2017 - 2023.

Her volunteer experiences include Habitat for Humanity, Cancer Society's Jail for Bail program, McHappy Days & Salvation Army Christmas Kettles, Rotary Club of St. Albert to name a few.

During her banking career and in her previous role as a Professional Organizer, Cheri has worked with a number of executors. Every client has had their own individual challenges, but they all had one thing in common . . . feeling overwhelmed by the details while trying to grieve the loss of a loved one. Cheri knew there had to be a way to help and Executor Helpers was born.

Executor Helpers has created a resource base of pertinent details that you will need when administering an estate. The details can seem overwhelming and that is why we believe in pre-planning your estate. It is much easier for an individual to provide these details while alive, than have an executor attempt to track down the information in today's online, paperless society.

We are constantly looking for new ways to help executors. If you have suggestions, we would love to hear from you!