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April 2020

The Fastest Way to Fund Your Living Trust

April 22

This event is for C.A.R.E. members only. Time and location will be sent separately.   The key to avoiding the costly, public probate process is funding your trust. We provide funding support to help you quickly transfer titles of assets to your trust and to name beneficiaries.  

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June 2020

What Documents to Use in an Emergency

June 17

This event is for C.A.R.E. members only. Time and location will be sent separately.   In this session, we guide you through how and when to use your valuable estate planning documents so that you know exactly what to do in case of emergency or incapacity.  

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November 2020

Preventing Family Feuds: Successor Trustee Workshop

November 18

This event is for C.A.R.E. members only. Time and location will be sent separately.   Bring your successor trustees to this session where we outline duties and responsibilities. We lead and facilitate the conversation to identify potential problems and prevent conflicts.  

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