W2647 – The Estate Administration Playbook

Join us for a practical overview of the first 90 days of estate and trust administration, including fiduciary roles, key documents, assets, creditors, taxes, and family communication.

Overview

Course Category: Live Webinars

Course Level: Intermediate

CLE Credit: Substantive

Start Date and Time (CT): Tuesday, October 6, 2026 12:00 pm

CLE Hours: 1.0

Fees: $49 for Members and $70 for Nonmembers

Course Materials: Most live webinars include the ability to ask questions during the webinar about the topic, view slides of the presentation and have access to a recording of the webinar.

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.

Course Year: 2026

Instructor: Christina Morelli

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.