Learn the essential steps to take after a loved one passes from estate planning attorneys, including advice, considerations, and a checklist of next steps.
Estate Planning Checklist for After Someone Dies
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ACTEC Estate Planning Essentials Video Library
Video Topics
Protect Your Assets and Secure Your Legacy
ACTEC Fellows provide expert insights on estate planning in this informative video series. Learn how to safeguard your assets and secure your family’s future with legal tools such as wills, trusts, and powers of attorney. Fellows also cover essential topics such as business ownership, tax obligations, and more. Don’t leave your legacy to chance—empower yourself with the knowledge to make informed decisions.
Funding Your Revocable Trust and Other Critical Steps
Learn why funding your trust is vital for seamless asset transfer, minimizing legal issues and taxes, and safeguarding your beneficiaries’ future in this video.
Should I Serve as a Healthcare Agent Under a Power of Attorney (POA)?
Understand what you need to know about accepting the legal responsibility of a healthcare agent, aka a healthcare surrogate or healthcare proxy.
Should I Serve as an Agent Under a Financial Power of Attorney (POA)?
Understand what’s involved in the role of a property or financial Power of Attorney (POA), what’s entailed, and what questions you should ask yourself.
Should I Serve as a Trustee?
Attorneys explain the responsibilities and risks of being a trustee of a trust, a role that involves significant legal and ethical obligations.
Should I Serve as an Executor?
Estate attorneys explain what individuals need to understand before agreeing to serve as an estate executor, such as probate, tax, and legal requirements.
Tips for Seniors to Avoid Scams
Legal experts explain common scams against senior citizens, offer tips to avoid scams, and outline steps to take if you are the victim of elder fraud.
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Listen to the ACTEC Trust and Estate Talk podcast series featuring ACTEC Fellows and special guests.
