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