Learning opportunitiesEducational Workshops

Discover that when someone dies their stuff officially becomes their “estate.” Discover that title to assets controls, and things can change or be re-defined after death as part of the “estate” which can sometimes produce unwanted results or expenses that are against the wishes and intent of the decedent.

There will be many tasks to be performed on behalf of the decedent and now the “estate.” Many of the tasks are statutory (required by law) and many are required by the decedent’s instructions. The workshop will educate you in plain language about all aspects, including things like:

• Learn the difference between trust and probate estate administration
• Learn when court involvement is a must (probate) regardless of the decedent’s intent
• Learn what you must do under the law, both with the state/county and the IRS, and how to do it
• Learn what bills must be paid and which ones not
• Learn who pays for what and when
• Learn to deal with beneficiaries, siblings, creditors, etc., and much more.

Leave the workshop assured that if you are left in charge you will bear no personal responsibility for any “estate” issues if you perform properly, and you can take pleasure in knowing that you have helped your family.