Do you or a loved one have a trust as part of your estate plan?

 

Does your successor Trustee know how to manage your trust after you pass away?

 

Does your successor Trustee know:

 

  1. Where your trust assets are located?
  2. The legal duties a Trustee owes to the trust beneficiaries?
  3. How to act on behalf of the Trust?
  4. How to make distributions according to the instructions of your Trust instrument?

 

If not, we are hosting a FREE class to help any successor Trustee answer these questions!

 

Please feel free to join us over Zoom this Thursday, September 24 at 6:30PM (Central) for a seminar: Successor Trustee School.

 

The link below will take you to the Zoom meeting room. You may need to download the Zoom program to join the meeting if you haven’t used Zoom before!

 

https://us02web.zoom.us/j/88623207476?pwd=cDVFdHJZQWR3L3NqdEQycmQxM0h4UT09