UNLOCKING THE EQUITY YOUR FAMILY WORKED A LIFETIME FOR®

April has been a productive and energized month for the Trust Properties USA team—filled with presentations, networking, and meaningful time spent connecting with our community.

We had a strong turnout at our recent DigitalLifeBox webinar and always appreciate the opportunity to bring professionals together around tools and insights that truly make an impact. We’re continuing that momentum with our next complimentary webinar on May 21 at 11am, featuring EstateMin Co-Founder and CEO Isabella Hughes, who will be sharing strategies on scaling your trust and estate practice (details below).

In this newsletter, you’ll also find our latest blog and case study from Elizabeth Miffleton and Veronica Foster, along with a preview of where we’ll be connecting in person this May—at the Independent Trustee Alliance in Dallas (May 15–17) and the PFAC Educational Conference in Sacramento (May 27–30).

We hope to see you there!

WOW!

From That ‘70s Home to Chic — See the Transformation

This Fix & Sell project by Elizabeth Miffleton, shows how an outdated or inherited home can be transformed to maximize value—without upfront costs.

Her team handle everything: renovations, design, and resale strategy to help homeowners sell for more.

Our Next Free Webinar is on May 21st at 11am PST

"How to Successfully Scale Your Trust & Estate Practice: Tools, Automation & Systems That Actually Work"

Topics Include:

• Identify where technology cuts costs and increases billable capacity.
• Reduce manual data entry through integrations and automation.
• Enhance client satisfaction with efficient communication tools.

Digital Assets & Advisor Liability in Modern Estate Planning Webinar

All attendees should have received an email with details on activating their complimentary one-year subscription to DigitalLifeBox. If you did not receive it, please reach out to Charles Lambert at clambert@digitallifebox.com

Missed the webinar?

Don't worry, it was recorded and you can watch on our YouTube channel.

Independent Trustee Alliance

We are proud to be WiFi Sponsors for the 2026 ITA Annual Conference! We are looking forward to all the sessions, especially this one "So, You Want to Be a Trustee?"



See you in Dallas May 15-17!

PFAC Educational Conference

We hope to see you in Sacramento May 27 - 30. Our Team will be at Booth # 202. We are also co-hosting a special Happy Hour on May 29th. If you're attending, please let us know if you can join us and we will share the details.

Please get in touch to find an agent or an office near you.

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Coral Gables, FL 33134

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