After‑loss services naturally complement daily money management, offering families vital support during estate settlement. This session outlines the essential steps fiduciaries must take—from understanding key estate documents to securing assets, organizing financial information, and coordinating with legal and tax professionals.
Using The After Life Puzzle framework, Cynthia Hoffman walks attendees through assembling the many pieces of an estate and highlights the most common pitfalls to avoid. Participants will leave with a clear understanding of how DMMs can confidently and compassionately guide clients through the estate‑settlement process.
CEU: This session is approved for CEU credit: 1 hour, Standards of Practice.
Presenter:
Cynthia Hoffman, Best Life Advisors, Principal & Founder
Cynthia Hoffman founded Best Life Advisors in 2021, building it into a three‑member team serving the greater St. Louis area with comprehensive daily money management and after‑loss support services.
She credits AADMM as a catalyst for her firm’s growth and now gives back to the organization as Co‑Chair of Education, blending her professional expertise with a passion for strengthening the DMM community.
Registration: For assistance, contact AADMM Registration Office, email info@aadmm.com
Confirmation: Registrants will be notified on how to participate in a follow up email.
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