Inside the Fiduciary Mind: Ask Anything!

A Live, Open Q&A for Real‑World Estate Planning Answers

Ever wondered what a fiduciary really does behind the scenes? Curious how financial and legal decisions get made—or how to choose the right people for these critical roles?
Now’s your chance to ask anything you’ve always wanted to know.

Join us for Inside the Fiduciary Mind: Ask Anything!, a live, interactive session where you’ll get straightforward, practical answers straight from local fiduciary professionals, Kurt Tittelbach & Shelley Plumer, of Premier Fiduciary Services, LLC.

What We’ll Cover

This session is completely driven by your questions, but common topics include:

What a fiduciary actually does (in real life, not legal textbooks)
How to pick the right trustee, executor, or agent
What to know before appointing family or friends
Red flags and best practices for choosing professionals
How fiduciaries work with attorneys and financial advisors
What happens when things don’t go according to plan

No jargon. No judgment. Just honest guidance designed to help you make confident decisions.

Who Should Attend
This webinar is perfect for:

Anyone creating or updating an estate plan
Adult children helping parents plan
Professionals curious about how fiduciaries coordinate with planners
Anyone who’s ever said, “Who should I trust to handle all of this?”

Why You’ll Love It

You’ll walk away with:

A clearer understanding of fiduciary roles
Greater confidence choosing the right people
Practical steps to protect your family and assets
Straight answers you won’t get from a Google search

REGISTER TODAY

Testimonials

What Our Clients are Saying

Richard M.

"My whole experience with Marjorie as my lawyer was very positive and professional and relieved me of a lot of stress with great results. Marjorie was incredibly diligent, detailed and persistent as she worked to get my case resolved. I was extremely pleased with the end result and would give Marjorie's name to anyone I knew who needed legal representation."

James D.

"I refer my own clients to Marjorie for their estate planning. They have been exceedingly pleased with Marjorie’s work. Thank you, Marjorie."

Jeff D.

"If you don’t have an estate plan, you should. If you’re like us and new to the state, a review with Marjorie is a simple move to make sure your new home and assets here are included and your estate questions are answered."