Learn the essentials of estate settlement, including a step-by-step overview of the process, typical timelines, key parties involved, and potential costs, the differences between probated and non-probated assets, common challenges families face, and practical steps you can take now to better prepare your estate and loved ones. The presentation will also explore when a professional fiduciary may be a beneficial choice, including situations involving distance, family conflict, complex assets, or concerns about capacity. Recorded July 15, 2026 at the Panorama Auditorium. Thanks to the Auditorium staff for sharing this show.
