07/24/2026
Have you been named as someone’s successor trustee?
If your answer is, “I think so…” or “I’m not really sure what that means,” you’re not alone.
Most people sign estate planning documents without anyone explaining what the successor trustee actually does. Then, years later, a loved one becomes sick or passes away, and suddenly you’re expected to manage property, pay bills, work with financial institutions, keep records, and carry out someone’s wishes.
It’s an important role—but it’s one most people are never taught.
If you’ve been named as a successor trustee—or you’re thinking about naming someone in your own estate plan—I’d love to help.
🌿 School for Trustees & Power of Attorney Agents
📍 Wednesday | 6:00–7:30 PM | Drifa Brewing Company
💻 Thursday | 6:00–7:30 PM | Online
💲 $50 per person
We’ll cover what these roles actually involve, common mistakes to avoid, and practical steps you can take to carry out your responsibilities with confidence.
⬇️ Registration links are in the comments.
