Will your family know what to do when the time comes for your estate plan to be put into action?
One of the biggest reasons that estate plans fail is that the people you choose to settle your estate and manage your affairs (your fiduciaries) will not know what they are expected to do or when they are supposed to act.
Education and information are the keys for your family, Successor Trustees, Executors and Power of Attorney (POA) agents to be ready to step in when they are needed. Our one-of-a-kind workshop is designed for them and for you and your family. Attendees will learn about the tools of your estate plan, the roles that various people will play, when they need to act, what they will need to do and what information they will need. We will also cover tips on what you can do now to prepare for the future, because simply making an estate plan is not enough if the people in charge don’t know what to do.
Our program will provide a curriculum of written materials and Q&A sessions. Actual case studies will be used to apply the real-life concepts that you, your family, or other representatives may need to know.
- What your future fiduciaries need to know.
- The tools of your estate plan, how and when they work, and who can use them.
- The role of your fiduciaries when you die or become incapacitated.
- Common mistakes and myths.
- Practical tips on being a trustee, executor or POA agent.
- Step by step checklist of what needs to be done.
- What you can do now that can make a difference later for your fiduciaries.
- What can and should be done if you require long term care.
Interested in learning more from our experienced attorneys? Attend another one of our upcoming webinars!
Have You Properly Protected Your Loved Ones? (FREE Estate Planning Workshop), Trustee and Power of Attorney Training School Webinar, Medi-Cal Webinar, and/or Probate Webinar. Get registered today for our estate planning webinars!
This website is not intended to be a source of solicitation or legal advice. General information is made available for educational purposes only. The information on this blog is not an invitation for an attorney-client relationship, and website should not be used to substitute for obtaining legal advice from a licensed professional attorney in your state. Please call us at (626) 403-2292 if you wish to schedule an appointment for a legal consultation.
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The Hayes Law Firm Offices in South Pasadena, CA
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