Have you ever wondered how your family will know what to do when your Estate Plan must be implemented?
We often see that the people who clients name to take care of their affairs after death or incapacity are in the dark about what they are supposed to do when the time comes. This can lead to anxiety, confusion, and costly mistakes later.
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. Graduates will learn:
- How a trust works
- Responsibilities of a Successor Trustee
- Practical tips on being a Trustee or POA Agent
- What happens when a Trustor Dies