Trustee Workshop – Field Law

Will your Trustee know what to do and how to manage your affairs if you become incapacitated or pass away?

Join our FREE Online TRUSTEE WORKSHOP for Clients and Their Successor Trustees

Steps to Take and Mistakes to Avoid

If you have a Living Trust and want the peace of mind knowing your loved ones and/or Successor Trustee will know exactly what to do if you become disabled, incapacitated, or pass away…

… then make plans to join us for our upcoming Trustee Workshop. This event is free for our clients and their loved ones.

You and your Trustees will learn:

What your Trustees need to know now – actions to take and who to contact at death or incapacity. Don’t wait for an emergency to figure it out these important steps!
Tools of your estate plan, how and when they work, and who can use them
Your Trustee’s legal and financial responsibilities – including tax returns, managing assets and required accounting
How to avoid common and costly mistakes that could result in tax consequences, financial loss and legal liability for the Successor Trustee.
Practical tips on being a Trustee, Executor or Power of Attorney agent
How to disperse inheritances from the Trust and how to avoid disputes and conflict with family members
When the Trustee should ask for help – most Trustees will need some assistance from our firm at some point. We’re here to help every step of the way!

WARNING: If your Successor Trustee fails to handle their duties promptly and correctly, they may be personally liable to your beneficiaries and may have to pay damages out of their own pocket!

That’s why every client and their Successor Trustees should attend this workshop for protection, confidence, and peace of mind.

This class will ensure your Trustee is prepared to administer your Trust that honors your wishes, minimizes the chance for conflict, and helps them avoid costly mistakes or oversights. Register today to join us!

Space is Limited!

Free Online Trustee Workshop. Register Today!

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Mr Jeffery Field and his entire staff are dedicated to helping you through the minefield that is the will/trust process, and dealing with . With a background and experience in Law and Finance, Jeff is uniquely qualified to guide you and he has a heart of a teacher which is important to me.

Stephen Montgomery

February 9, 2023

Jeff and his team are professional, but also personable. They relate well to your personal needs. He put together an estate plan for my family, as well as, ensuring my children will avoid child protective services incase of a sudden death of me and my husband. The peace of mind I have in that cannot be replaced.

Lindsey Mayo

July 20, 2022

Char

July 19, 2022

Arturo Vargas

April 18, 2021

Excellent in all categories. I would recommend to anyone who would need an estate planning.

Alicia Schmidt

March 8, 2021

Mr. Field and his entire office were extremely helpful in assisting our family with our trust matters. He is very patient and pays close attention to his clients needs and create a plan that is specific to those matters. Our family is very grateful to the Field law firm. Thank you, The Vargas family

Ernie Vargas

March 4, 2021

The staff and Mr. Field take their time to thoroughly explain the living trust process and guide you through each step needed until completion.

jennifer hathaway

February 22, 2021

I am beyond happy with the level of personalized customer service this office offers. All of my questions were answered and my worries were put to rest; by having contacted the field law office. I’m so happy that now we can rest assured knowing that our future is correctly taken care of in a trust. I loved the way that Mr. Field explained estate planning in layman’s terms. He was interesting and insightful; even when the subject matter is heavy. The entire staff is so helpful & knowledgeable and they never make you feel like you are a bother. Contact them, you won’t regret it!

Oscar C

February 2, 2021

Mr. Field was very responsive and thorough. He answered all our questions in detail and explained our options thoroughly. He and his staff were (and continue to be) very accommodating and professional.

Patty Fernandez

January 28, 2021

The thought of setting up a trust had been daunting for a number of years, but the team at Field Law made it comfortable and I didn't need to have all of the answers to every detail right away. I am so relieved that I finally got it done.

Kathy Lew

December 22, 2020

Will your Trustee know what to do and how to manage your affairs if you become incapacitated or pass away?

Steps to Take and Mistakes to Avoid

Space is Limited!

Free Online Trustee Workshop. Register Today!

Trustee Workshop Registration