Seminars

Title: Trustee School – What is a Trustee and what are they responsible for?

Area: Chula Vista

Date: Thursday, March 22, 2018

Time: 5:30 PM - 7:30 PM

Location: Chula Vista Library – Civic Center Branch

Address: 365 F Street, Chula Vista, CA 91910


Description

Will your family know what to do upon your death or incapacity?  Do they know which of your estate planning documents they will need to use and when to use them?

Join us with your adult children, Successor Trustees, Executors and Power of Attorney Agents at this unique class.

Attendees will learn what to do after someone dies or is incapacitated, and the role that various people and estate planning documents play in the process. We will also cover tips and recommendations on what you can do now to prepare for the future.  Being prepared to implement an estate plan is just as important as creating an estate plan.

FREE to Legacy, APC clients, their family, and their Trustees/Agents.

Seating is limited and reservations are required.



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