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

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 …

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