Trusts & Estates
My Client Is Dead. Now What?
This recording is part of WealthCounsel’s Exploring Trusts and Estates series, which is intended for attorneys and financial professionals who are new to estate planning, eager to refresh their foundational knowledge, or looking for new ways to discuss estate planning matters with clients. We'll examine the process of winding up a decedent’s estate. The presenter explains the role and responsibilities of an executor, a personal representative, and a trustee, and explore the similarities and differences between the probate process (for those who die intestate or with only a will) and the trust administration process (for those who die having created a trust-based plan).
This recording is not eligible for CLE.
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