• You’ve Been Named Trustee, Now What?

    Zoom

    Have you recently been named as a trustee or successor trustee for someone’s trust? If thoughts like, “Help! What am I supposed to do?” are going through your mind, you are not alone! Trustees bear a great responsibility in ensuring that a trust is handled properly.  During this presentation, we will provide an overview of…

    FREE
  • Executor 2.0: Handling Digital Assets, Passwords and Online Accounts

    Zoom

    Today’s executors must manage more than paperwork, they’re also responsible for digital assets, online accounts, and electronic records. This webinar explains what counts as a digital asset, how executors can legally access accounts, and the challenges families commonly face with passwords and privacy rules. Attendees will gain practical guidance to avoid delays, lost assets, and…

    FREE
  • Building a Dementia Care Team

    Zoom

    Join us to gain an understanding of who should be part of a strong support system when a loved one is living with dementia. Attendees will learn the key roles of legal, medical, caregiving, and support professionals, and how each contributes at different stages of the disease. This presentation empowers families to reduce stress, avoid…

    FREE