LegalVault

This workshop is for anyone who would like to learn more about the benefits and functions of their LegalVault account. LegalVault enables you to keep, track, and review your documents outside of your regular estate planning meetings, control access to your estate planning documents, and add additional documents to your vault that requires privacy. LegalVault also allows healthcare providers to have access to your medical directives at a moment’s notice.

Click the following links for information about the other classes:

Income Taxes for Trusts
Trustee Training: The Trust Process
Protecting Your Identity & Your Credit
Trustee Training: The Administration Process
Travel Today: Tips & Safety