Helping Families Preserve Their Wealth
As you are aware, Estate Administration can be a very confusing process and comes during a very emotional time, and often brings with it difficult and complex financial and family issues. Far too often, family and friends are left with the challenges of administering an estate plan, which they either do not understand or have never heard of. What is important to remember for anyone administering a Trust or probating a Will is that there is a definite process to follow, and resources to assist you as you assume this new role.
Although we are working with you during this process, we want to make sure you have an opportunity to understand Estate Administration and the various roles and functions of both Trustees and Executors.
After this class, you will walk away with a clear understanding of: