Program Description
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Join representatives from Executor Services LLC for this two-part educational series on Estate Planning.
Session 1: Family Preparedness: Getting a Plan in Place for Transitions
Tuesday, January 7
11 a.m. until 12:15 p.m.
In this session we will discuss the importance of documenting and capturing you or a loved one’s life's work and legacy. This critical consolidation of records will give you a complete picture of your current assets, liabilities. Having all your information in one safe & secure location will give you a complete detailed portfolio and a clear path towards future planning goals. Trying to figure things out during a crisis adds significant stress and unneeded anxiety. We will educate you on the components needed to get an accurate plan in place for transitions and why it is important to get started right away.
Session 2: Estate Settlement from the Executors Perspective
Tuesday, January 14
11 a.m. until 12:15 p.m.
Session two is designed to educate you and your family on the issues that executors face when appointed as the Personal Representative of an estate. We will discuss the documentation, the time the role requires, and provide knowledge that all executors should be aware of before assuming the role. Estate settlement from the executor’s perspective will provide you with insight on how being properly prepared will help you avoid estate pitfalls.
The presentation is free and open to the public. Registration is strongly encouraged.