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Springs Client Refresher – Understand your Estate Plan
Jun 29, 2013, 10:00AM to 12:00PM
|Location||2955 Professional Pl
Colorado Springs, CO
|Details||When you signed your Revocable Living Trust and accompanying documents, we went through the overall plan and the next steps you should take. In order to ensure that your estate plan works for you, we ask all of our clients to attend a Client Refresher seminar designed exclusively for you.
This refresher course will review how your estate plan works, the role of the different parties at different times, what you need to be doing to ensure your Living Trust works in the event of your disability or death, and how to identify the need for updates in the future. We will also briefly cover our new maintenance program called the Legacy Protection Plan which makes sure your estate plan is always up to date and well maintained.
We encourage you to bring your successor trustees and beneficiaries so they can learn how the plan works! Seating is limited, so registration is recommended.
|Venue||Hammond Law Group – Phyllis A. Hammond Educational|