Presented by Attorneys...

Darlynn Morgan & Erin Beranek

Your Neighborhood Personal Family Lawyer
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What to Do (Legally) After the Loss of a Loved One

If you have been named as a Successor Trustee of a Trust or an Executor then you may not know what to do after the loss of a loved one. In this presentation Attorney Darlynn Morgan will discuss the most important legal steps to take immediately after a loved one's death.

Tuesday, September 12, 4:00pm - 5:00pm
Complete The Form below to secure your spot
Long term care
Join Us Online!
What to Do (Legally) After the Loss of a Loved One

If you have been named as a Successor Trustee of a Trust or an Executor then you may not know what to do after the loss of a loved one. In this presentation Attorney Darlynn Morgan will discuss the most important legal steps to take immediately after a loved one's death.

Tuesday, September 12, 4:00pm - 5:00pm
Complete The Form below to secure your spot
Got questions about estate planning for your family?
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What You'll Learn

Overview and
immediate steps

What are the first steps the Trustee must take to access, secure and value assets and handle tasks promptly and correctly?

Avoid pitfalls


fAIL

Avoid the pitfalls for the unwary that could expose the Trustee to personal liability - - even if he or she is smart, responsible and good with money.

Know the
trustee details

What duties does the Trustee owe to beneficiaries? And how do they properly carry out those duties so as to avoid conflict and resolve disputes?

Disclaimer - This presentation is entirely free. We encourage you to stay until the end to hear about the solutions we offer to protect your loved ones if and when something should happen to you.

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