Join Us for a FREE Estate Administration Workshop!

Monday, February 19, 1:00PM-3:00PM

In-person or ZOOM webinar

What Are Your Rights as a Beneficiary?

What are your responsibilities as a Trustee or Personal Representative?

Topics Covered:

  • Expected timelines for probate and trust administration
  • Understanding your rights as a beneficiary
  • Responsibilities of a trustee and personal representative
  • Common misconceptions
  • Do I need a lawyer or can I do it myself?

Workshop Date:

Monday, February 19, 1:00PM-3:00PM (In-Person Workshop OR Zoom Webinar)


Terri Macklin, Attorney

Terri is an attorney with over 35 years of experience in the areas of estate planning, trust administration and probate. Terri has completed the State Bar of Michigan Probate & Estate Planning Certification Program.


Heather Cwiklinski

Heather is a Paralegal and the Supervisor of the Probate/Trust Administration department. Heather has 7 years of experience in estate planning and elder law.

ZOOM Webinar Registration

Click the button below to be directed to our registration form for the ZOOM webinar on Monday, February 19.

In-Person Registration

Complete the form below to register for our FREE in-person Educational Series Workshop.

Workshop Location:

4965 East Beltline Ave. NE
Grand Rapids, MI 49525

Two hours that can change your life.

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