Estate Execution Workshop
Friday, May 17 (11:30 a.m.-1 p.m.)
Syverson Strege, 4125 Westown Parkway, Ste. 104, West Des Moines
Estate planning is incredibly important and has many facets, but so does estate execution after someone passes away. Unless you have served as an executor or trustee as part of someone else’s estate plan, it’s difficult to comprehend the many components of what is required and must be taken care of. If you are looking for information on this process or want to educate your estate executor about what you have in place, then this workshop is for you!
Syverson Strege Financial Planner Tyler Conley, along with Noah Ridgway, attorney at Hagenow Gustoff & Karas LLP, and Amy Sorenson, funeral director/chapel manager at Iles Funeral Homes will cover the following topics and more:
- Attorney filing creditor notices.
- Final estate returns
- Funeral arrangements & death certificates
- Filing for life insurance / beneficiaries
- Executor / Trustee responsibilities
- Steps associated with an estate with a revocable living trust
- Steps associated with an estate with a will only
This event is free, but registration is required. Lunch will be provided for those in attendance
