WEBINAR RECORDINGS
Presented by Davis Wills & Trusts PC
Each webinar recording will be available for one month after the live webinar takes place.
This page can be accessed via the link in the “Follow up: Successor Trustee Training Webinar 4/24” you received from us as a registrant of the live webinar, or from the Grantor of the trust for which you are the successor trustee.
WEBINAR RECORDING:
SUCCESSOR TRUSTEE TRAINING APRIL 24, 2026
This recording will be
available until June 6th
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
Handout:
Trust Administration Checklist
(bottom of page)
PART 1
PART 2
Get Started Today
Schedule your first meeting with us using the digital contact sheet below or give us a call at (530) 753-9266.