Accessing the Webinar: At least one week before this module, you will receive an email with a Zoom link, along with materials that should be printed before the lesson.
Attendance Verification Codes: The presenters will announce three attendance verification codes during this module. Please record these codes during the lesson. You will receive an email at the conclusion of each module to submit codes to receive credit.
During this 3-hour training, participants will work through standards for guardians of the estate, steps for identifying and marshalling assets, creating documentation, and taking actions to protect clients’ financial well-being. Participants will discuss who gets a guardian of the estate, what is expected of guardians in this important role, best practices for understanding clients’ values and goals, procedures for marshalling assets, and completing documentation. Participants will practice working with case study clients to address simple and challenging issues including budgeting, working with families, property management, and conflict of interest situations.
