MA Forum Meeting: Trust Administration Intensive
Course Format: Live in person: 1.5 daysMaybe you’ve prepared many estate plans, but do you really know how to properly administer them after a client’s death? More importantly, can you manage that process in a way that doesn’t become a huge drain on your practice?
This in-depth trust administration course will take you step by step through the process of administering a trust. We will examine the law, how WealthDocx trusts work through estate administration, and how to productively manage trust administration in your practice – all with an eye toward setting client expectations up front to secure the administration work later on, minimize fee sensitivity, and make trust administration a growth center for your practice.
Thursday: Registration 8:30-9 a.m.
Program: 9 a.m. – 5 p.m.
Friday: 9 a.m. – 12 p.m.