Zoom Estate Planning Essentials: Watch & Learn
Learn the basics of estate planning & how to protect your family’s future—all from the comfort of your couch or dining room table.
Join us for a zoom session where you’ll learn the essential steps to safeguarding your family, your assets, and your legacy. Whether you already have a will or are just beginning to think about planning for the future, this session will give you practical, clear guidance—no legal jargon, no pressure.
There will be plenty of opportunity to ask questions, and leave empowered with the knowledge you need to make informed decisions.
WHAT YOU’LL LEARN
✔ Why estate planning matters
✔ Wills vs. Trusts (and how to know which is right for you)
✔ Protecting children and loved ones
✔ Key documents every adult should have
✔ Avoiding probate pitfalls
✔ How to keep your plan current with life changes
WHO SHOULD ATTEND
- Adults at any stage of life
- Parents, guardians, and caregivers
- Anyone who wants peace of mind
Learn the basics of estate planning & how to protect your family’s future—all from the comfort of your couch or dining room table.
Join us for a zoom session where you’ll learn the essential steps to safeguarding your family, your assets, and your legacy. Whether you already have a will or are just beginning to think about planning for the future, this session will give you practical, clear guidance—no legal jargon, no pressure.
There will be plenty of opportunity to ask questions, and leave empowered with the knowledge you need to make informed decisions.
WHAT YOU’LL LEARN
✔ Why estate planning matters
✔ Wills vs. Trusts (and how to know which is right for you)
✔ Protecting children and loved ones
✔ Key documents every adult should have
✔ Avoiding probate pitfalls
✔ How to keep your plan current with life changes
WHO SHOULD ATTEND
- Adults at any stage of life
- Parents, guardians, and caregivers
- Anyone who wants peace of mind
Good to know
Highlights
- 1 hour 30 minutes
- To be announced
Location
To be announced