What To Do When a Loved One Dies? Part 1 Trust Administration

Join us for an educational webinar series that details the duties and responsibilities of successor trustees and executors after the death of a loved one. This is a two-part webinar series where part one will describe what administering a trust looks like and part two will delve into the details of probate.
In Part 1, you'll discover:
· What duties are involved when you are a successor trustee or executor
· An overview and timeline of trust administration and the probate process
· Taxes after the death of a loved one
· Common pitfalls and planning ahead
· And stay tuned to the end for a Q & A session!