Set Your House in Order

Set Your House in Order is a six-hour in-home group session exploring trust administration, the court probate process, and other tools used to distribute your estate after death. The session will also explore the value and use of a Financial Power of Attorney and Advance Health Care Directive. 

Attendees include the trustor and their successor trustee, the testator, and their executor, and the principal and their agent.


Exploring the available tools to Set Your House in Order is one of the greatest gifts you can give your loved ones. Taking these steps assures you the opportunity to teach your loved ones how to carry out your wishes in the event of your incapacity or death.

​Contact us for more information.  ​