Does your Trustee, Executor and Power of Attorney know what to do?

Join this FREE Webinar to learn how to be a Trustee, Executor and Power of Attorney!

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 Trustee and Power of Attorney Training School Webinar (Live Chat Q&A)

Do your loved ones know what to do with your estate plan in case of a sudden death or emergency?... If not, then education and information are the keys for your family. 

That’s why we are offering a one-of-a-kind workshop—designed for you, your family, and anyone involved with your estate plan, such as Successor Trustees, Executors, and Power of Attorney (POA) agents. We believe everyone should have a foundational understanding of how your estate plan works. Attendees will learn about the tools of your estate plan, the roles that various people will play, when they need to act, what they will need to do, and what information they will need.

We will cover tips on how you can prepare for the future; because simply making an estate plan is not enough, if the people in charge don’t know what to do. Our program will provide a curriculum of written materials and Live Q&A private chat sessions. Case studies will be used to apply the real-life concepts that you, your family, or other representatives may need to know.

Webinar Topics Include:

  • What is a fiduciary and what do they have to know? 
  • The tools of your estate plan, how and when they work, and who can use them.
  • The role of your fiduciaries when you die or become incapacitated.
  • Common mistakes and myths.
  • Practical tips on being a trustee, executor or POA agent.
  • Step-by step-checklist of what needs to be done for your estate plan.
  •  What you can do now that will make a difference for your fiduciaries in the future.
  • What should be done if you require long term care?

 

*This is too important to put aside. We strongly encourage you to have everyone who is named/appointed in your estate plan attend this FREE "Training School" webinar!  

Presented by

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William K. Hayes

The Hayes Law Firm 

 

The Hayes Law Firm focuses its practice in the areas of elder law, probate, wills, trusts, and Medi-Cal Benefits Planning. The Hayes Law Firm is a member of the American Academy of Estate Planning Attorneys, which has been recognized as a top legal source by Money Magazine and Suze Orman.

 

Founder, William K. Hayes, has over 30+ years of experience as an estate planning attorney and frequently holds seminars on estate planning and elder law issues. His articles & publications have appeared on local and national news sources discussing the importance of estate planning & avoiding probate. 

Customer & Attendee Testimonials

The Hayes Law Firm - Customer and Attendee Testimonials

"We didn't know anything about the living will and trust when we went to the Estate Planning Workshop, but everything he said made sense. He truly helped us understand how creating an Estate Plan would benefit us and our children"

"The workshop was easy to understand. You could tell [William Hayes] was a good listener and understood the concerns of the people attending the webinar."