Dedicated to Your Education

At Lawvex, we believe in making sure you have all the information before making a decision. That’s why we produced these informational videos-to help answer any questions you may have. And if you have more questions, give us a call and we’ll be happy to meet with you.

Trust 101: Module 1

What is a Will? | The Trust 101 Series

What is a Trust? | Trust 101 Series

What Does a Trustee Do? | Trust 101 Series

What Does An Executor Do? | Trust 101 Series

Trust 101: Module 2

How To Become a Trustee | Trust 101 Series

Do I need to Notify Anyone once I become a Trustee of the Trust? | Trust 101 Series

What Are My First Steps As A Trustee? | Trust 101

How do I get access to these trust assets?

Collecting Assets as a Trustee

Collecting Assets as a Trustee – Personal Property with No Title

Collecting Assets as a Trustee – Bank Accounts and After-Tax Investment Accounts

Collecting Assets as a Trustee – When Bank Account and Investment Account is in Decedents Name

LIQUIDATING ASSETS AS A TRUSTEE | TRUST 101 SERIES | LAWVEX

Paying Bills as a Trustee

Appraising Trust Assets | Trust 101 Series | Lawvex

How to Distribute Trust Assets Properly

Why You Need a Reserve of Money in a Trust

Video FAQ’s

DIY Estate Planning Toolbox – Simple Personal Property Memorandums Tutorial

Easy Separate Property Trusts Tutorial for Attorneys and Clients!

What is estate planning and why do I need it?

Do I need a living trust in my estate plan?

Why not just download forms online for my estate plan?

I’m an executor – do I need a lawyer and probate?

I’m a successor trustee of a trust, do I need a lawyer?

I’m inheriting from a will or trust estate, do I need a lawyer?

I’m a business owner, how do I sell or transfer my business?