FREE WEBINAR
Successor Trustee School
Your duties, the first steps, common mistakes and how to protect yourself, explained in plain English. Runs 45 to 60 minutes.
What you will learn
- Your fiduciary duties as trustee
- Securing and inventorying trust assets
- Notifying beneficiaries
- Paying debts and taxes
- Accounting and distribution
- When to bring in an attorney, CPA or appraiser
Education only. Watching a webinar does not create an attorney-client relationship.
FREE · ON DEMAND
Register to watch
Registration opens on our webinar platform, Demio. You get instant access after you register.
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