09/03/2026
Being named a successor trustee, executor, or administrator comes with a lot more responsibility than most people realize.
Make the wrong decision, miss an important step, fail to secure the property, choose the wrong buyer, or mishandle the contents of the home, and those mistakes can cost the estate thousands of dollars. They can also create problems with heirs and family members that are much harder to fix.
I’ve given this presentation plenty of times to clients and families going through probate and trust administration, but this is the first time I’m offering it as a live webinar.
We’ll walk through the process from beginning to end and cover the 15 most common mistakes we see, including issues involving estate sales, securing assets, selling the property, choosing the right offer, and avoiding unnecessary family conflict.
I’ll also be joined by attorney Amber Bridges with Baker Manock & Jensen to help explain the legal side of the process. Plus all attendees receive a no-cost 30-minute consultation.
📅 Wednesday, September 23
💻 Live Zoom Webinar
🎟️ Free to attend
If you’ve recently been put in charge of an estate, or think you may be someday, knowing what NOT to do can be just as important as knowing what to do.
I’d encourage you to attend.
