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
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