WEBINAR RECORDINGS

Presented by Davis Wills & Trusts PC

This webinar recording will be available until November 15th.

This page can be accessed via a link you received from our team in your email. You may share this link with your successor trustees if they could not attend.

We have chosen to share this recording over the recording of the webinar on 10/15 since we had a few technical difficulties. The information in each Successor Trustee Training Webinar is the same. If you have any more follow up legal questions for Jennie, please email her at jennie@daviswillsandtrusts.com.

The Successor Trustee Checklist can be found below the recording. The PowerPoint is not available since the file is too large, however the Checklist is word-for-word the same information, just without the pictures.

Thank you!

WEBINAR RECORDING:

SUCCESSOR TRUSTEE TRAINING

This recording will be

available until November 15th

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

Handout:
Trust Administration Checklist
(below)