RWay Symposium 3 2021 – Have You Done Your Homework?

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RWay Symposium 3 2021 – Have You Done Your Homework?

May 15

Have You Done Your Homework?

Not only is your trust binder full of important legal documents, it also contains documents to guide your family in implementing your plan. This workshop offers a guided session to completing your Memorandum for Distribution of Personal Property, Remembrance and Services Memorandum, Child Care Exhibit, Key Information section, and other documents that you may customize. Please bring your trust binder(s) and we will identify your “homework” and provide direction on completing it.

Click the following links to learn more about the other classes:

Trustee Training: Trust Process 
Current Events in Estate Planning
Trustee Training: Administration Process 
Your Vacation Home
Leaving a Legacy

Details

Date:
May 15
Event Category:

Venue

Webinar

Organizer

Wilson Law Group
Phone:
(608) 833-4001
Email:
mail@wilsonlawgroup.com
Website:
wilsonlawgroup.com