Seminar Summaries

Trustee Training: The Trust Process

Understand estate planning basics, the value of trusts, and a preview of trust administration. Attendance includes a Trustee Handbook. Recommended as a foundation for the next workshop.

Trustee Training: The Administration Process

Learn what to do after a Trustmaker passes. Topics include valuing assets, administering retirement plans, dividing assets, and filing tax returns. Prior attendance at “The Trust Process” workshop is highly encouraged.

LegalVault

This session introduces LegalVault—a secure way to store and share your estate planning documents. Easily grant access to your healthcare providers and store private documents securely.

Funding Your Trust

Learn how to ensure all future-acquired assets are properly titled in your trust. This session helps you understand and maintain proper trust funding.

These four core workshops are recommended for first-time attendees.

All classes are offered exclusively as a courtesy to our RWay members and their guests.

Three Ways to Register:

Phone
608-833-4001

Email
mail@wilsonlawgroup.com

Website
wilsonlawgroup.com

Register early to ensure your spot!