Successor Trustee / Executor Workshop

This educational workshop is designed to help educate you and your Successor Trustee/Executor on the next steps that need to be taken when a loved one passes.

Learn how to help avoid costly mistakes, probate, and taxes.

Topics Covered:

• What a successor trustee is and why this role is so important.

• The first steps to take immediately after a loved one passes.

• Common responsibilities a successor trustee may be asked to handle.

• How assets are managed and distributed according to a trust.

• Mistakes successor trustees often make, and how to avoid them.

• The difference between a trustee, executor, and beneficiary.

• How timelines, paperwork, and legal requirements typically work.

• What to do if beneficiaries disagree or emotions run high.

• How taxes, debts, and final expenses are handled.

• How to organize key documents and information ahead of time.

• When professional guidance may be helpful during the process.

Planning Is Easier When You're Aligned

Spouses are encouraged to attend!

Seating is limited. Register now!