My Client Is Dead. Now What?

This course 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. This presentation will examine the process of winding up a decedent’s estate. The presenter will explain 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).

Presented by: Phoebe Stone, JD, MA (Bioethics)

CLE: 1.0 General credit

Approved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT

(AK, AR, AZ, CT, ND, MO, NH, & TX are eligible to claim credit.)

We will supply you with the information needed to apply in other states.

Contact shopcle@wealthcounsel.com for CLE assistance.

Note: WealthCounsel does not offer CFP/CPE credit for this recorded webinar.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.