Successor Trustee School

ON DEMAND

Successor Trustee School

Your webinar plays on Demio. Use the button below, then come back here to book or start your intake.

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Chapters

  1. 01Your fiduciary duties as trustee
  2. 02Securing and inventorying trust assets
  3. 03Notifying beneficiaries
  4. 04Paying debts and taxes
  5. 05Accounting and distribution
  6. 06When to bring in an attorney, CPA or appraiser

Education only. Watching does not create an attorney-client relationship.