What happens when you die?
What happens if you become incapacitated?
How does your Trust work?
Join us with your children, Trustees, and POA Agents at this one-of-a-kind school. This is serious education for those who are serious about this important topic (but we promise we’ll have some fun too).
Graduates of Trustee School will learn:
- Duties and responsibilities of a trustee or executor
- What are the critical steps you should take after a loved one passes away
- A timeline of the administration process
- How to keep an inventory and accounting of trust assets
- How and when to distribute money to the beneficiaries
Don’t worry, there won’t be a test at the end…
The safety and well-being of our clients and employees remain our highest priority. For that reason, we have decided to hold our first Trustee School exclusively online this year. We encourage you to share this invitation with your successor Trustees and out-of-town family so they can attend as well.
We are offering this live webinar on