Register Here

If you have a Trust and want the peace of mind that comes from knowing that your Trustee will know exactly what to do if and when you become disabled, incapacitated, or pass away, then make plans to join us for our upcoming Educational Webinar!

This Trustee School Event is FREE!

At this Webinar, you will come to learn:

• What your Trustees need to know now: Actions to be taken and Who to Contact at Death or Incapacity

• Tools of your Estate Plan: How and When they Work, and Who can use them

• Your Trustee’s Legal and Financial Responsibilities

• How to Avoid Common and Costly Mistakes

• Practical Tips on being a Trustee, Executor or Power of Attorney Agent

• The Correct Way to Distribute Inheritances from the Trust and How to Avoid conflict with family members when doing so

• When should the Trustee ask for help

If your Trustee fails to handle their duties promptly and correctly, he or she may be personally liable to your beneficiaries and may have to pay damages out of their own pocket! That’s why we recommend Every Client with a Trust attend this Webinar with their Trustee for added protection, confidence, and peace of mind.

Attending this presentation will ensure that your Trustee is prepared to administer your Trust in a way that honors your wishes, minimizes the chance for conflict, and helps your Trustee avoid costly mistakes or oversights.

We’ll also have a live Q&A Session, where you’ll have the opportunity to ask the questions most important to you and your family!