Prix Fixe: How to Read Wills and Trust Documents WEBINAR

Overview

This session will guide attendees through the essential elements of reading wills and trust documents. Learn what to prioritize, from identifying the grantor, beneficiaries, and trustees, to understanding trust elections, bequests, and distribution types. Attendees will gain practical insights on how to navigate these documents effectively and focus on the information that matters most.

Highlights

Essential elements of reading wills and trust documents.

Prerequisites

None.

Designed For

CPAs and financial consultants.

Objectives

Learn what to prioritize, from identifying the grantor, beneficiaries, and trustees, to understanding trust elections, bequests, and distribution types.

Preparation

None.

Notice

None.