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Successor Trustee/Executor

This course is designed to help individuals and families understand what happens after a loved one passes, and how to prepare the people you trust to step in with confidence.

What You Will Learn

This course is designed to help individuals and families understand what happens after a loved one passes, and how to prepare the people you trust to step in with confidence.

Attendees are encouraged to bring the person they are naming as their successor trustee or beneficiary, so everyone understands their role and knows what to do when the time comes.

This class will address the following topics:

  • What a successor trustee is and why this role is so important.
  • The first steps to take immediately after a loved one passes.
  • Common responsibilities a successor trustee may be asked to handle.
  • How assets are managed and distributed according to a trust.
  • Mistakes successor trustees often make, and how to avoid them.
  • The difference between a trustee, executor, and beneficiary.
  • How timelines, paperwork, and legal requirements typically work.
  • What to do if beneficiaries disagree or emotions run high.
  • How taxes, debts, and final expenses are handled.
  • How to organize key documents and information ahead of time.
  • When professional guidance may be helpful during the process.
  • How planning now can reduce stress, confusion, and conflict later.

Taught by Experienced Financial Professionals

  • Landon Randall

  • Austin Fetch, CFP®

  • Dayne Ventrone, CFP®

  • Chris Thomas

Meet our instructors

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Upcoming Classes

Attendance requires pre-registration.

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Check back soon for new dates, or feel free to reach out to our team directly at (623) 250-7004 .

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