Events

Steps to take when your parent passes

Losing a parent is difficult enough, knowing what steps to take to organize their finances after is a challenge. Come to my workshop where I will have guest speaker, Attorney Grace Roessler, Partner at Mirick discuss the process for filing, citations, and being appointed & the need for a personal representative. I will review a financial check list and what action items could be done ahead of time to make the process smoother. All my clients are welcome and may bring guests with them to hear about this subject. Please RSVP on this page to attend. *Grace Roessler and Mirick are not affiliated with nor endorsed by Sandra Gilpatrick or LPL Financial.