About this Event
Join the Wellness & Legacy Group for our October Networking Lunch as we tackle one of the most overwhelming moments families face:
What happens after someone dies?
In the days and weeks following a loss, families are often navigating grief while simultaneously being thrust into complex logistical and legal responsibilities.
They are asking:
• Who do we call first?
• What paperwork is required?
• What deadlines matter?
• What mistakes should we avoid?
This event will focus on understanding the full professional ecosystem involved in post-death administration, including:
• Probate & Trust Attorneys
• Probate Real Estate Specialists
• Estate Sale & Liquidation Companies
• Funeral Homes & Cremation Services
• Financial Advisors
• CPAs & Tax Professionals
• Grief Counselors & Bereavement Coaches
• Professional Executors, Administrators & Fiduciaries
Through an interactive Hot Seat Session, we will work through real-life post-loss scenarios and break down:
✔ The first critical steps after death
✔ The sequence of professional involvement
✔ The biggest mistakes families make
✔ Best practices for cross-professional coordination
This is a hands-on collaborative session designed to increase clarity, confidence, and coordination within our network.
At WLG, we believe families deserve a seamless experience during one of the hardest seasons of their lives. That begins with professionals who understand each other’s roles deeply.
Seats are limited to encourage meaningful engagement.
Register today to be part of this important conversation!
Event Venue & Nearby Stays
351 Town Plaza Ave, 351 Town Plaza Avenue, Nocatee, United States
USD 0.00
