Estate Settlement 101

Understand the Who, What, When, Where, Why (and How) of estate settlement.

After the passing of a loved one, the successor trustee or representative of an estate has an important, yet often confusing and frustrating, responsibility. All estates must be “settled,” but few people know how or where to begin. When an estate is not settled correctly, or in a timely manner, there can be serious consequences for both the executor and the beneficiaries. Who undertakes these important tasks? What exactly should they do, and when? Where must all of this work take place, and why?

This 90-minute workshop includes a Q&A session.

Jeff Litfin

Instructor

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Jeff Litfin holds certification as an Estate Planner, serving in the capacity of a communications executive and the Director of Client Services at Generations Law Firm. This Twin Cities-based firm is distinguished for its specialization in providing comprehensive estate planning education and paralegal services to various law firms specializing in Estate Planning. Generations Law Firm has successfully educated and assisted over 15,000 individuals and families. Their focus extends to imparting understanding about the significance of estate planning, guiding on asset protection and transmission to heirs and charitable entities, as well as advising on strategies to navigate Probate avoidance.