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.
Common mistakes and myths.
This is too important to put aside. We strongly encourage you to have everyone who is appointed in your estate plan attend this FREE “Training School” webinar!
PO Box 3446
South Pasadena, CA 91031
1121 Mission Street
South Pasadena, CA 91030
Tuesday – Friday
10am – 5pm or by Appointment.
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