As part of our ongoing commitment to help your family and fiduciaries be prepared, we’ve created an on-demand version of our popular Successor Trustee Training Workshop.
This workshop provides an easy-to-understand overview of:
• What an estate plan does — and how each document works
• The roles and responsibilities of successor trustees, executors, and agents
• What to expect if you become incapacitated or after your death
• How to work smoothly with our firm when the time comes
You can now share this video with your named fiduciaries — so they’ll be ready when you need them.
We also encourage your fiduciaries to download the Successor Trustee Checklist, which summarizes the key concepts covered in the video. Link is below.