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)

  Will your family know what to do when the time comes for your estate plan to be put into action?

Education and information are the keys for your family, Successor Trustees, Executors, and Power of Attorney (POA) agents to be ready to step in when they are needed.

Our one-of-a-kind workshop is designed for them, as well as, you and your family. 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 also cover tips on what you can do now, to 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 your future fiduciaries need 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.

• What you can do now that can make a difference later for your fiduciaries.

• What can and should be done if you require long term care.

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."