• How to Fulfill Your Role as Trustee

    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…

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  • How to be an Executor for Your Loved One’s Estate

    Zoom

    Wrapping up the affairs for a loved one who has died may leave you feeling overwhelmed - especially when you are still grieving. Being named executor in a will can be a big job. Join us as we walk you through the process and share tips on how to get the job done right. Click…

    FREE