Who Are Your Fiduciaries, and Do They Understand Their Role?

You took the time to complete your estate plan. Those who you have designated fiduciaries within your documents have important roles to fulfill.

We invite YOUR designated fiduciaries to join attorney Dave Mancuso for a free 1-hour workshop to understand the importance of their role as your fiduciary.

Who are your fiduciaries?

• Healthcare Proxy
• Agent (Power of Attorney)
• Executor/Executrix (Last Will & Testament)
• Trustee

During this presentation, attendees will learn:

• Legal authority and responsibilities of the Fiduciary in each document.
• Fiduciary’s powers and limitations in each document.
• Necessary skills for fiduciaries.

Seating is Limited. Reservations are Required. Register Below. We encourage you to invite your family and friends to attend as well. This workshop is in-person at the Estate Planning Law Center or virtual.