Download the sample Workflow today, then see the rest of Practitioner™ for Trusts & Estates in action during our live webinar on Friday, Nov. 18

Make sure you’re covering every step to properly administer a trust in California. Download our sample Post Death Trust Administration Workflow and see what the experts tell you to do. You’ll get our outline of every step that needs to be taken from client intake all the way through to distribution and closing the trust. You’ll also see the titles of all the How-To Guides, Strategy Notes, Charts & Checklists, and Standard Documents you’ll have access to when you upgrade to Practitioner.

Then attend our live webinar on November 18 to see all of the other Workflows and resources you’ll have at your fingertips when you upgrade to Practitioner for Trusts & Estates.