Topic: Trust and Estate Administration: Tips and Tricks – Enhancing Efficiency and Accuracy in Administration

This presentation will cover essential tips and tricks to streamline the process of administering trusts and estates.

Key Topics:

• Understanding the Basics: A refresher on the fundamental principles of trust and estate administration.
• Document Management: Techniques for organizing and maintaining essential documents and records.
• Effective Communication: Strategies for clear and concise communication with beneficiaries, co-trustees, and other stakeholders.
• Legal Compliance: Tips for ensuring compliance with relevant laws and regulations.
• Problem-Solving Skills: Approaches to address and resolve common issues that arise during administration.
• Technology Utilization: Leveraging technology to improve administrative processes and documentation.

Speaker: Angela Horel

Angela assists in the administration of estates and trusts, working closely with clients while handling probate matters and drafting estate planning documents. Angela’s key role in the department is monitoring the administrative processes and optimizing the legal project management and workflow. She oversees the department’s tax return list, manages estate administration processes and ensures that all aspects of trust administration – including payments, tax returns, trustee/beneficiary/advisor meetings, trust account review and trust register updates – are handled in a scrupulous, efficient and timely manner. She focuses on legal process improvement and quality control, coordinating the workflow within the departmental team to ensure the highest levels of service to the clients. With a wide-ranging knowledge of resources available both within and outside the firm, Angela functions as a hub of valuable professional information, connecting other attorneys with the solutions they seek and maintaining an effective network of communications both with clients and with the department and other areas of the firm. Resourceful, upbeat and personable, she is an effective communicator and a dedicated custodian of departmental interconnectedness.

Remote attendance only.

• Member Cost: Free
• Non-Member Cost: $15

CLE credit has been applied for this session.

Please RSVP by June 10, 2025.

Sponsored by: Probate & Tax Sectional

If you have any questions or concerns, please contact Andrea MacLean at Andrea.MacLean@bravlaw.com.