This educational program is designed to take a close look at the role of a Successor Trustee during the settlement of an estate plan.
This is an excellent opportunity for Trustmakers, and individuals designated as Successor Trustees and/or Beneficiaries, to proactively become more knowledgeable and better prepared for this aspect of estate planning.
· What IS the role of a Trustee, or Successor Trustee?
· What things need to be addressed right away when a Trustmaker passes away?
· What things should NOT be addressed right away when a Trustmaker passes away?
· What should be expected during the process of settling an estate plan?