Will your Trustee know what to do and how to manage your affairs if you become incapacitated or pass away?
Join our FREE Educational Event Workshop for Clients and their Successor Trustees
Trustee School: Steps to Take and Mistakes to Avoid
Stay tuned for future dates, pre-recorded presentation can be viewed below
If you have a Living Trust and want peace of mind knowing your loved ones and/or Successor Trustee will know exactly what to do if you become disabled, incapacitated, or pass away, then make plans to join us for our upcoming Trustee School.
This event is free for our clients and their loved ones
If your Successor Trustee fails to handle their duties promptly and correctly, they may be personally liable to your beneficiaries and may have to pay damages out of their own pocket! That’s why every client and their Successor Trustees should attend this workshop for protection, confidence, and peace of mind.
This class will ensure your Trustee is prepared to administer your Trust that honors your wishes, minimizes the chance for conflict, and helps them avoid costly mistakes or oversights.