Trustee and Power of Attorney Training School (Webinar – Live Q&A)

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Date(s) - 11/07/2020
10:00 am - 11:00 am

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Trustee and Power of Attorney Training School Webinar (Live Chat Q&A)
Do your loved ones know what to do with your estate plan in case of a sudden death or emergency?

We are offering a one-of-a-kind workshop designed for you, your family, and anyone involved with your estate plan, such as Successor Trustees, Executors, and Power of Attorney agents. Attendees will learn about the tools of your estate plan, the roles that various people will play, and what information they will need.

Our program will provide a curriculum of written materials and Live Q&A private chat sessions. Case studies will be used to apply the real-life concepts that you, your family, or other representatives may need to know.

Webinar Topics Include:

What is a fiduciary and what do they have to know?
The tools of your estate plan, how and when they work, and who can use them.
The role of your fiduciaries when you die or become incapacitated.
Common mistakes and myths.
Practical tips on being a trustee, executor or POA agent.
Step-by step-checklist of what needs to be done for your estate plan.
What you can do now that will make a difference for your fiduciaries in the future.
What should be done if you require long term care?



This workshop is available on other dates and times this month – check here for more!