How to be an Executor or Trustee

Are you going to help manage someone's money and stuff after they die? Or, are you thinking about asking an adult child to do this for you when you die? Come to our helpful workshop! You'll learn: • What needs to get done with this huge responsibility • Tasks that can AND SHOULD be done ahead of time • Why it's important to tell your family about your plans • How to handle houses and money the right way • The difference between wills and trusts In this insightful workshop, you will learn what awaits an Executor (aka Personal Representative) or Trustee Instructors: Jeff Boyce, Personal Representative for two estates in two different states & Mark Santelman, someone who knows a lot about Life and LTC insurance - Date: Saturday