Introduction to Estate Planning Resources & Tools

Introduction to Estate Planning Resources & Tools

A simple plan is better than no plan! Get to know a few free and low-cost resources that make it simple to plan your estate.

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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.