Introduction to Estate Planning & Organization (Monday, July 20 at 6:00 PM Eastern)

Estate planning is not just about having a will. It is also about making sure the right people can find the right information, understand your wishes, and step in when needed.

Introduction to Estate Planning & Organization is a practical one-hour session designed to help individuals and families better understand the foundations of planning ahead. Whether you are just getting started or have been meaning to get organized for years, this session will give you a clear overview of what matters most and where to begin.

We will cover the core estate planning documents people should know about, the importance of organizing personal, legal, financial, and medical information, and simple steps you can take now to make life easier for yourself and your loved ones later.

Format
One-hour live session with recording available afterward

Location
Online via Zoom

Cost
$49 per household

Date and Time
Monday, April 20 at 6:00 PM Eastern

What We’ll Cover

• The basic components of a comprehensive estate plan
• What wills, powers of attorney, and advance directives do
• Why organization matters just as much as legal documents
• What information your loved ones would need in an emergency
• Simple steps to start getting your affairs in order

Key Benefits

Understand the Basics
Learn the core concepts of estate planning in a way that is practical, clear, and approachable.

Get Organized
Understand what information to gather and how better organization can reduce confusion and stress later.

Take Action
Walk away with a stronger sense of what to do next, whether that means creating documents, updating them, or simply getting everything in one place.