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This is a great follow-up program to our “PrePlanning Your Funeral” workshop. We have partnered with you to create a customized trust specifically for your needs. However, your trust binder is full of important documents that only you can spring to life. This workshop offers a guided session to completing your Memorandum for Distribution, Remembrance and Services Memorandum, Child Care Exhibit, Key Information section, and other documents that you should customize. Please bring your trust binders and we will review your homework or assist you in completing it.

Click the following links to sign up for the other classes:
Trustee Training: The Trust Process 8:30 AM – 9:30 AM
Current Events in Estate Planning 8:30 AM – 9:30 AM
Trustee Training: Administration Process 9:45 AM – 10:45 AM
The Truth About Organ, Tissue, and Eye Donation 9:45 AM – 10:45 AM

If you would like to sign up for multiple classes, please register on each classes’ page or name each class in the comment field in the Registration Form below.