The Trustee Roadmap is a step-by-step course designed to help successor trustees confidently administer a revocable trust. Through short video lessons, practical checklists, and downloadable workbooks, you’ll learn how to organize assets, handle debts and taxes, make fair distributions, and close the trust properly — all while protecting yourself and honoring the grantor’s wishes. Perfect for first-time or seasoned trustees alike.

Lauren walks through the basics of estate planning, and which documents are essential to securing your loved ones' futures.

A quick dive into the responsibilities of being an executor in New York

Join Lauren at the Gathering Place while we explore all things Power of Attorney. This course will teach the importance of the document and pitfalls to look out for.

Learn about Medicaid and the lookback period, how applications are reviewed, and what types of attorneys are needed to help

Trusts are nice and all, but WHO is going to ensure your wishes are followed for the long term? Join Lauren as she speaks on behalf of a Community Foundation, explaining how they can manage your trust forever, not just for the year.