EDUCATIONAL WEBINARS
Presented by Davis Wills & Trusts PC
JOIN US FOR FREE AT OUR UPCOMING
SUCCESSOR TRUSTEE TRAINING WEBINAR
April 24, 2026 @ 12:00 PM over Zoom
Successor Trustee Training
A complimentary in-depth training for successor trustees, so that they are ready for their responsibilities. We will also provide introductory materials to get them started. This is a great opportunity to help your successor trustees understand their future role.
Webinar Agenda:
What to Do Upon Incapacity
Checklist of Responsibilities Upon Death
Trust Administration Process Overview
Question and Answer Session
EDUCATIONAL WEBINAR SCHEDULE
A complimentary in-depth training for successor trustees, so that they are ready for their responsibilities.
We will also provide introductory materials to get them started.
This one-hour webinar is a great opportunity to help your successor trustees understand their future role. Webinar Agenda:
What to Do Upon Incapacity
Checklist of Responsibilities Upon Death
Trust Administration Process Overview
Question and Answer SessionFeel free to share this link with your successor trustees, friends and family who may benefit from this webinar. Successor Trustee
Training
Attendance fee: FREE
April 24th @ 12:00 PM
A complimentary estate planning webinar where we guide you through our estate planning process. You will learn the difference between a trust and a will and why thousands of families in the region have worked with us to establish a comprehensive estate plan.
If you own a home or business, or you have children, this seminar will give you crucial information and action items you can take immediately.
You owe it to yourself and your family to learn the facts on estate planning to protect yourself, your assets, and the people you love.
Webinar Agenda:
What is estate planning and why do it?
What is the difference between a trust and a will?
What is probate?
What are the benefits of a trust?
What are the other parts of a comprehensive estate plan?
How does my estate get settled when I have a trust?
What steps can I take immediately?
Feel free to share this link with your friends and family.All About
Estate Planning
Attendance fee: FREE
June 4th @ 12:00 PM
DISCLAIMER: These webinars are made available by Davis Wills & Trusts PC for educational purposes only, and not to provide specific legal advice. Informationlearned from these webinars should not be used as a substitute for competent legal advice from a licensed professional attorney in your state. Jennie Bretschneider
Presented by
Our founding attorney, Jennie Bretschneider, established Davis Wills & Trusts PC because she truly enjoys helping other people.
