Posts Tagged: Post-Mortem Process

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

February 12, 2020

***Open to: Financial advisors and the general public   Lunch and refreshments will be provided!   ***Please RSVP below by Tuesday, Monday, February 10th 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 family member, or loved one …

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