Complimentary Webinar | Attend from anywhere!

Most estate planning programs focus on what you should do while alive: create a will, consider a trust, choose a power of attorney, and make sure your beneficiaries are up to date. Those things matter. But what happens when someone actually dies?

"They’ve died. Now what?" Who needs to be called first? How many death certificates do you need? Who has authority to access accounts or move money? How do beneficiaries claim insurance and retirement assets? Who is responsible for outstanding bills and debts? And what do you do with everything from the house and personal belongings to email, photos, subscriptions and social media accounts?

Drawing on more than three decades of experience working with individuals and families, Financial Advisor David Treece and Robert Wroblewski share practical lessons about getting your own affairs organized—and helping make sense of the financial and administrative work that follows when someone dies.

Come prepared to learn, ask questions, and leave with practical resources you can put to work for yourself and the people you care about. Attendees will receive a complimentary copy of Your Wealth Your Way ebook, a curated collection of practical estate-planning resources, and a no-obligation estate review consultation.

Invite a friend or family member who would be interested in learning more about planning for before death and after life.

This presentation is educational in nature and is not legal, tax, or accounting advice.