Preventing Family Feuds: Successor Trustee Workshop

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.

This workshop is for C.A.R.E. participants only

What Documents To Use In An Emergency

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.

This workshop is for C.A.R.E. participants only.

The Fastest Way To Fund Your Living Trust

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.

Easily Access Our Secure, Online Vault

Gain peace of mind as we step you through how to upload your critical documents to the secure C.A.R.E. online storage vault and set viewing permissions for your family members or trusted advisors.