What You Need to Know as a Beneficiary or Designated Helper

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.

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