Live Webinar

March 25, 2026 | 1:00 PM Central

Losing your parents can bring both emotional strain and complex responsibilities. Along with grief, families often face legal, tax, and administrative decisions that require careful consideration. This webinar outlines the estate settlement process and reviews key responsibilities involved.

Join Savant wealth transfer advisor Alaina Davalos and financial advisor Andrew D'Amico as they share practical insights on:

Immediate steps to take after a loss
Probate and the estate settlement process
Account transfers and property appraisals
Clear communication with family members
Long-term considerations for future planning

While all are welcome to attend our webinars, this event is designed for individuals who plan to settle a $1M+ estate. Our presenters typically speak with that in mind.

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Savant By the Numbers

17K+

Clients Served

1986

Year Established

46

Savant Offices*

238

Employee Member-Owners

$39.6B+

Client Assets - AUM & AUA**

*As of 2/10/2026. **Client assets (as of 12/31/2025) refers to client assets under management (AUM) $38.1b and client assets under advisement (AUA) $1.5b.

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation.

At Savant, our advisors combine Wall Street knowledge with Main Street values to help you pursue your ideal future. And since we’re majority owned by our employees, what’s important to you is of the utmost importance to us. When you work with Savant, we believe you’ll have peace of mind knowing we’re always in your corner.