ODW2647 – The Estate Administration Playbook

Course Materials: Recording and PDF of the power point slides.

Description: Death triggers legal, financial, and administrative responsibilities. This session examines the first 90 days of estate and trust administration from an institutional fiduciary’s perspective. Participants will explore how to identify priority documents and assets, distinguish between the roles of personal representative and trustee, coordinate required notices, recognize titling and beneficiary-designation problems, and anticipate issues involving real property, liquidity, creditors, taxes, and family communication. Attendees will gain a practical framework for moving an administration from intake through an organized, defensible process.

Presenter Biography: Christina Morelli is a Florida attorney and Trust Officer and Vice President at Cypress Bank & Trust. Before joining Cypress, she practiced law for seven years in estate planning, probate, trust and estate administration, guardianship, elder and disability law, and fiduciary litigation. Her current work focuses on trust administration and developing Cypress’s estate-settlement services. Drawing on both legal counsel and institutional fiduciary perspectives, Christina helps professionals understand the practical, procedural, and human issues that arise after incapacity or death.