Legacy Estate Planning

Trustee School

September 24, 2021 at 11am

Are you ready to begin making decisions that will protect your independence and ability to stay in control if you get sick or need long-term care in the future?

Join attorney Andrea Lee for a special ONLINE 30 minute training event! Learn how to use simple legal strategies to help make your wishes known, keep peace in the family, and ensure that life is as easy as possible for your loved ones, no matter what happens to you.

After your trust is signed and executed, it’s wise to learn what is required to be a Trustee or fiduciary assigned the responsibility of acting on behalf of an estate and/or persons. Our clients have requested help preparing their families in the event of their death or incapacitation, so we created the Legacy Estate Planning Trustee School as a training program designed to answer these questions.

For fiduciaries and any individuals with a trust. 

There are a lot of things that you may not know about what it means to be a fiduciary.

We encourage you to participate with your family and friends so you have all your questions answered before it becomes a necessity!

Join us by filling out the form to the right and learn how to navigate the process.