Estate planning may sound intimidating or something that requires a lot of resources. Creating an estate plan just means making sure that your health, finances, and anything you own is handled according to your wishes. In this case, a simple plan is better than no plan! In this lecture, you’ll get an overview of some common documents found in an estate plan. We’ll also cover some free or low-cost resources and digital tools to help you get started with a simple estate plan.

*Please note that registration is required for this virtual lecture. Registered participants can receive the class recording, which will be accessible for one week following the event.

Online class hosted on Zoom. Trainer subject to change.

Resources

• Handout: Download Here

• How To Use Zoom: English instructions / Spanish instructions

• Questions about this program? Need help joining us online? Call the toll-free Senior Planet Hotline at 888-713-3495.