When it comes to family, trust is everything. From sharing holiday traditions to passing down recipes, we rely on one another to keep life joyful and secure. However what happens when someone asks you to take on a bigger role like managing their affairs, health decisions, or finances? That is where Money, Trust, and Responsibility: A Fiduciary’s Playbook comes in!
Hosted by Wills for the People LLC, this free online event on Friday, November 28, from 2:00PM to 3:30 PM EST is designed to help families understand the important responsibilities that come with being named in an estate plan. Think of it as a crash course in confidence, care, and community.
🌟 Why It Matters
Being chosen as an executor, trustee, or power of attorney is more than just paperwork. It is a sign of deep endearment, trust, and love. This event will show you how to honor the responsibility with integrity while keeping family harmony front and center.
🎉 What You Will Learn
- The roles explained: Executor, trustee, guardian, conservator—what do they all mean?
- Choosing wisely: Tips for selecting the right people to play key roles in your estate plan.
- Real-life skills: How to manage finances, health decisions, and assets with care.
- Stay on track: Organization hacks to keep everything transparent and compliant.
- Where to turn: Resources and professional support when challenges pop up.
- Family first: Why having the right documents in place sets everyone up for success.
👩⚖️ Meet the Expert
The session will be led by Whitney Knox Lee, Esq., who brings both expertise and heart to the conversation. She will guide attendees through the practicalities while keeping things approachable for families of all sizes.
🏡 Family-Friendly Vibes
Worried about attending on Black Friday? No problem, bring your loved ones along! This online event is perfect for families who want to learn together. Whether you are just starting to think about estate planning or already have a plan in place, you will walk away with tools to make life smoother and more secure.
📅 Event Details
- Date: Friday, November 28th
- Time: 2:00–3:30 PM EST
- Location: Online (join from the comfort of home!)
- Cost: Free
- Register here:
💬 FAQs Made Simple
- Do I need an estate plan already? No, come as you are!
- Is it only for Georgia residents? Not at all, everyone is welcome.
- Can my family join me? Absolutely, learning together makes it even more fun.
Estate planning might sound serious, however at its heart, it is about love, trust, and protecting the people who matter most. This event is your chance to turn responsibility into reassurance.
