Webinar – Guidance After Loss: Navigating Estate and Trust Administration with Confidence

February 13 @ 10:00 am - 11:15 am

The death of a loved one is often accompanied by confusion, unanswered questions, and overwhelming responsibility for those left behind. In this educational webinar, Nick Carpenter, Associate Attorney with Elville and Associates, provides clear guidance through the post-mortem estate and trust administration process.

This presentation is designed to help surviving spouses, family members, fiduciaries, and professional advisors understand what happens after death—and how a thoughtful, organized process can reduce stress, prevent costly mistakes, and provide confidence during a time of crisis. Nick will explain not only the legal steps involved, but also the practical and human considerations that matter most.

Attendees will gain clarity around probate and non-probate administration, fiduciary responsibilities, critical deadlines, tax considerations, and the importance of coordination among attorneys, financial advisors, and CPAs. Through real-world examples, the program emphasizes how education, preparation, and collaboration can make an enormous difference for families navigating loss.

Learning Objectives include:

Understanding what estate and trust administration is—and what happens immediately after death
Minimizing confusion and providing meaningful support to loved ones and fiduciaries during a time of grief
Walking through the legal step-by-step process following death, including probate and non-probate matters
Identifying the practical actions that should be taken in the weeks and months after death
Recognizing common legal and tax issues that can create delays, disputes, or unintended consequences
Learning how attorneys, financial advisors, CPAs, trustees, and personal representatives can work together effectively