Seminar Recap: “What Do I Do When a Loved One Dies?”A Guide to a Panic-Free Administration for Personal Representatives and Trustees.

Did you miss the latest seminar? Not to worry! Please click the link below to view a recording, or share with your Personal Representatives:

Recap: Have you lost a loved one? Did you know what steps to take and in what order?

Losing a loved one is an emotional and often overwhelming experience. If you have been named Personal Representative or Trustee, you may have time-sensitive duties to fulfill while navigating your own grief. This seminar provides a clear framework for you to know and understand the steps to take after the death of a loved one. It will also cover the duties and responsibilities of Trustees serving under a long-term Trust. This seminar is designed to offer peace of mind by providing information to both those named in managing an estate and for those planning ahead to assist loved ones in picking up the pieces after you pass away.