During our time together, we will take a detailed look at the process of how a trust works, what steps the law firm will take to follow the trust instructions for each beneficiary, what will be the role and responsibilities of a successor trustee, how long the process takes, the cost, and much, much more. If there is one session that will prepare you for this position, this is it.
We highly encourage you to carve out the time to come to this event! Questions will be welcomed.