This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.

This Is A Custom Widget

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.

module-1-snapshot-newModule 1:
Snapshot

Email

An overview of the legal, tax and financial road that we will travel together following the loss of your loved one. The initial process of The Estate Settlement Program™ will allow you to get familiar with your role and responsibilities when completing the estate settlement.

module-2-legal-newModule 2:
Legal

Email

The governing documents such as the will and trust, legal filings and official documents necessary to properly administer your loved one’s estate/trust.

module-2-legal-newModule 3:
Assets

Email

The marshaling and identification of all of your loved one’s assets. This includes those owned individually, in trust, or in joint name with someone else. Implementation of new tax cost basis and discussion of prudent asset management during the course of the administration with members of your financial team.

Learn More

Module 4:
Creditors

Email

The identification of any reasonably ascertainable creditors, the legal notifications required to those creditors, and the clearing of any claims that they may have.

Module 5: TaxesModule 5:
Taxes

Email

The identification of any gift, estate and income tax returns that may be necessary to be filed, as well as planning for any IRA or 401(k) Required Minimum Distributions. Includes coordination with the CPA and financial advisors to minimize taxes and achieve family objectives.

module-2-legal-newModule 6:
Distributions

Email

May include both ongoing and necessary income distributions to the surviving spouse (if applicable) and/or other beneficiaries during the course of the administration. The distribution of specific bequests, including tangible personal property, and ultimate distribution of the estate/trust to the beneficiaries and/or establishment of continuing trusts for their benefit.

Module 7 Wrap UpModule 7:
Wrap Up

Email

Review family’s ongoing planning opportunities. Complete any remaining open points and answer final questions.

For Financial AdvisorsFor
Financial Advisors

Email

For financial professionals working with clients who have lost a loved one and will be collaborating with the legal team on the trust administration process.

For BeneficiariesFor
Beneficiaries

Email

This podcast provides the beneficiaries of the estate or trust administration an idea as to the timeline before distribution will be made, including what to expect during the process.