{"product_id":"my-client-is-dead-now-what","title":"My Client Is Dead. Now What?","description":"\u003cp\u003eThis 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).\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePresented by: \u003c\/strong\u003ePhoebe Stone, JD, MA (Bioethics)\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCLE: \u003c\/strong\u003e1.0 General credit\u003c\/p\u003e\n\u003cp\u003eApproved States: CA, CO, GA, IL, NJ, NV, NY, OK, PA, TN, UT, VT\u003c\/p\u003e\n\u003cp\u003e(AK, AR, AZ, CT, ND, MO, NH, \u0026amp; TX are eligible to claim credit.)\u003c\/p\u003e\n\u003cp\u003eWe will supply you with the information needed to apply in other states.\u003c\/p\u003e\n\u003cp\u003eContact shopcle@wealthcounsel.com for CLE assistance.\u003cbr\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eNote: \u003c\/strong\u003eWealthCounsel does not offer CFP\/CPE credit for this recorded webinar.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWealthCounsel members:\u003c\/strong\u003e This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it \u003ca href=\"https:\/\/member.wealthcounsel.com\/content\/course\/8864856072978105069\" target=\"_blank\" rel=\"noopener\"\u003ehere\u003c\/a\u003e via the member website for optimal experience and inclusion in your CLE Profile Account. \u003c\/p\u003e","brand":"WealthCounsel, LLC","offers":[{"title":"Default Title","offer_id":49432672960583,"sku":null,"price":129.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2081\/2425\/files\/EstatePlanningWithMentalHealthInMind_322020022_40a0110c-88be-4ce1-af3b-97ea0a5aab03.jpg?v=1791304092","url":"https:\/\/wcstore.wealthcounsel.com\/products\/my-client-is-dead-now-what","provider":"WealthCounsel, LLC","version":"1.0","type":"link"}