Posts Tagged: Estate and Trust Administration

Estate and Trust Administration Workshop — The Post-Mortem Process for Estate and Trust Administration Explained – How to Advise Clients and Family Members After the Death of a Spouse or Other Loved One

October 2, 2019

***Open to: Financial advisors and the general public Lunch and refreshments will be provided!  2 CE hours will be available for professionals attending. ***Please RSVP below by Monday, September 30th should you wish to attend — thank you! Description: This workshop will delve into the situations that arise after the death of a client, client’s …

Read More »


Estate and Trust Administration Workshop — The Post-Mortem Process for Estate and Trust Administration Explained – How to Advise Clients and Family Members After the Death of a Spouse or Other Loved One

September 18, 2019

***Open to the general public ***Please RSVP below by Monday, September 16th should you wish to attend — thank you! Description: This workshop will delve into the situations that arise after the death of a family member or loved one and the trust and estate administration that takes place during that time. Helping family members …

Read More »