Here's a quick rundown on how we locate property so we know what proceeding we need to file!

Here is a realistic look at timeframes and processes for the filing of an estate in the State of New York!

Are you getting that last bill paid? Committing to finishing that final accounting? Having a tough conversation? Estate administration is full of routine tasks and frustrations and the responsibility can often drop to the side if we aren't intentional. If we can reframe each task as a "weekly win", we'll work our way through the process!

This is just a bit about me, why I feel so passionately about what I do, and how I envision this group can help others!

I am so excited that you are here as we get this school launched! Thank you so much for joining! Please introduce yourself and ask your burning questions below. I'll be creating more content to answer your questions as we move forward together. Being a Trustee is an important task. It can be fairly simple in process. I can help you analyze where you are and the next steps you need to take. Please peruse my current course, the Trustee Roadmap. I'll be adding video explanations, but let me know if things are unclear or if you need more details. Looking forward to this journey together!! Lauren