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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.

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Please See All Our Courses For Symposium 1 Below. Please sign up for up to 3 events, one event per time slot:

See all events for Symposium 1

Click the following links to sign up for the other classes:

Trustee Training: The Trust Process 8:30 AM – 9:30 AM
Travel Today: Tips & Safety 8:30 AM – 9:30 AM
Trustee Training: Administration Process 9:45 AM – 10:45 AM
Cyber Threats & Fraud 9:45 AM – 10:45 AM
Income Taxes for Trust 11:00 AM – 12:00 PM