Have You Done Your Homework?

Not only is your trust binder full of important legal documents, but 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 see descriptions for the other classes:

Trustee Training: The Trust Process
Current Events in Estate Planning
Trustee Training: The Administration Process
Funding Your Trust
The Truth About Organ, Tissue and Eye Donation