Let's have coffee and chat! I'm here to help answer questions. https://us06web.zoom.us/j/85180350481?pwd=bxnbq5bgLW56iZxms8802HnpKg8ciz.1 Meeting ID: 851 8035 0481 Passcode: 662817 --- One tap mobile +19292056099,,85180350481#,,,,*662817# US (New York) +16469313860,,85180350481#,,,,*662817# US Join instructions https://us06web.zoom.us/meetings/85180350481/invitations?signature=mGyGCFgCP1Czb1PmfqNW99u5QoK4gydE2b_zOI8UGJI

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

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!

Your shortcut to confident trust and estate management—tools, templates, and support in one place. If you’re here, it probably means you’ve been named a trustee, executor, or estate administrator—and you’re looking for guidance on how to handle the job confidently and correctly. You’re in the right place. This group is here to help you: - ✅ Understand your role and responsibilities - ✅ Stay organized with timelines and checklists - ✅ Learn best practices for accounting and asset management - ✅ Get support and answers to your questions Start by introducing yourself in the comments—tell us who you’re representing (parent, spouse, friend) and what part of the process you’re in. I’m so glad you’re here. Let’s make this process clearer, simpler, and less stressful—together. — L