Selecting the right fiduciary is as easy as ABC: Availability, Background, and Confidence.
If you have a living trust, you must name someone as a successor trustee—the person who can step into your shoes should you become incapacitated or pass away. It’s a big responsibility.
In our March Smart Women Webinar, estate planning attorneys Zakiya Norton and Somita Basu will share important characteristics and/or skill sets that you should consider when selecting your trustee. They will discuss three main considerations to take into account to help make the process of trust administration—and ultimately fulfilling your wishes—as smooth as possible. Whether you have already named a successor trustee, or are still considering the decision, you won’t want to miss this helpful session.
Zakiya Norton and Somita Basu make up Norton Basu LLP. The firm focuses on estate planning and probate issues, providing real-world advice to clients in order to get results in the most practical way possible. As a minority women-owned law firm, Norton Basu is uniquely positioned to understand the cultural, financial, and legal needs of these communities throughout California and Nevada.
The Urban Wealth Management Smart Women 20/10 Webinar Series is designed to provide education, tools, and resources about financial and lifestyle issues. We know you’re busy, which is why we set 30 minutes on the clock: 20 to teach and 10 to talk. Even if you can’t make the live call, we’ll send you the replay link to listen at your convenience. Just be sure to register, so you don’t miss a minute.
At Urban Wealth Management, our mission is to create a supportive and secure environment where women are encouraged to be engaged in their financial affairs and take ownership in creating the life they desire and deserve. Our vision is that every woman should live a life of her design, using her wealth to fulfill her dreams, enjoy her passions, and expand her interests. If you’re ready to begin the journey, connect with us for a complimentary half-hour assessment session.