Please join us ONLINE for this live and interactive educational presentation. Register to receive instructions to join the webinar on your computer or mobile device.
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?