The information below is intended to be a quick reference guide on what you need to know if you have taken on the role of a helper or if you are a beneficiary.
What You Need to Know as a Beneficiary or Designated Helper
First, review our FAQ page for answers to common questions, including steps to take when a loved one becomes disabled or passes away.
Second, review the webinars and video tutorials below.
How to Maximize Your Inheritance
What To Do When a Loved One Passes Away
Training for Guardians & Trustees of Minors
Overview of the Family Education Program
What To Do If a Loved One Becomes Disabled
Overview of Empowered Legacy Program
Understanding the Different Roles in an Estate Plan
Trustee Training Seminar