ESTATE PLANNING + ASSET PROTECTION WORKSHOP

Angel Advocates

Asset Advocate Academy

Gain the knowledge and confidence to fulfill your role as Power of Attorney or Trustee with expert training on legal responsibilities, asset management, and safeguarding your loved one’s wishes.

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Saturday, March 1st at 2:00pm

Join us on Zoom

This comprehensive training equips individuals appointed as Power of Attorney or Trustee with the knowledge and tools to fulfill their roles effectively. Participants will learn about their legal responsibilities, safeguarding the principal’s wishes, preventing exploitation, and managing assets and health care decisions.

The training emphasizes clear communication, purpose-driven decision-making, and collaboration with advocates and attorneys. Interactive components include guided questions, resource overviews, and note-taking opportunities to personalize learning and build confidence in managing these essential responsibilities.

Klea Harris

Personal Family Lawyer®

Angel Advocates, PLLC

In this workshop, you'll discover...

This comprehensive training equips individuals appointed as Power of Attorney or Trustee with the knowledge and tools to fulfill their roles effectively upon your incapacity.
Participants will learn about their legal responsibilities, safeguarding the principal’s wishes, preventing exploitation, and managing assets and health care decisions.
The training emphasizes clear communication, purpose-driven decision-making, and collaboration with advocates and attorneys.
Interactive components include guided questions, resource overviews, and note-taking opportunities to personalize learning and build confidence in managing these essential responsibilities.