This session explores common breakdowns in how estate documents move between attorneys, trustors, fiduciaries, and banks and how fiduciaries can strengthen that process. Attendees will learn practical ways to add value through improved document authentication, consistent evidence trails, and annual client check-in workflows. We will also address frequent roadblocks with Financial Powers of Attorney and outline how to build a POA workflow that minimizes delays. Participants will leave with tools to create a repeatable onboarding system and review estate documents for key provisions that support smoother administration when serving as trustee.
F5 – Finding, Verifying, Managing: Document Systems and Protocols That Save You Time and Protect Client Wishes
Speakers
Matthew Everson
Retired CLPF
Sarah Trejo
Sarah Trejo Fiduciary Solutions
Sarah Trejo is a CA Licensed Professional Fiduciary whose work centers on bringing order, clarity, and follow-through to complex administrative matters. Drawing on her background in client service and operational management, she contributes to both casework and systems development at Kosbie Fiduciary & CPA Services. She is passionate about practice management and strengthening professionalism across the industry, especially through collaboration, collegial support, and sharing tools that help others do their work more effectively.