Client Café Recording Library
Practical conversations for clients of The Miller Elder Law Firm and the people they trust to help them.
Client Cafés take the questions our clients and their families face as they plan for the future, navigate aging and care, manage legal responsibilities, and handle the practical decisions that come with life’s transitions—and turn them into real conversations with our attorneys. Watch a past Café, share it with a family member or helper, and come back whenever you need a refresher.
SEPTEMBER 25, 2026
You’ve Been Named… Now What?
Understanding Your Role in an Estate Plan
If someone has named you as a trustee, agent, healthcare surrogate, personal representative, or other helper, what does that actually mean—and when can you act?
Our attorneys walk through the roles people are commonly asked to fill, when legal authority begins, the records and responsibilities that come with serving, and some of the mistakes that can create problems for you or the person who trusted you.
JUNE 26, 2026
Funding Your Trust
A signed trust is only the beginning. The next question is whether your assets are actually set up to work with it.
Shannon and Genna walk through what “funding” a trust really means, which assets may need to be retitled, when beneficiary or pay-on-death designations make sense, and how decisions involving bank accounts, investments, real estate, retirement accounts, and other assets can affect probate, incapacity, and the people who will eventually administer your plan.
What should we talk about next?
Client Cafés are built around the questions that matter to you and your family. Is there something you wish one of our attorneys would explain in plain language? A situation you’re preparing for? A question your family keeps asking? Send it our way—we’ll use your suggestions to help shape future Client Cafés.
Is there something new we can help you with?
If you have a new legal matter, a change in circumstances, or something you haven’t discussed with our team before, we’d be happy to walk through your options with you.
Prefer to reach out online? Submit a website inquiry →
Client Café recordings are provided for general educational purposes and do not constitute legal advice. If you have questions about how a topic applies to your individual plan, please contact our office.