Intro to Estate Planning Resources & Tools
This session will be recorded
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.
This session will be recorded. You must have an account and be logged in when you click “Zoom Link,” “Remind Me,” or “Join Now” to receive the recording. It will be added to your dashboard within 24 hours after the session ends.
What if you could keep your most important papers safe, organized, and accessible—without a filing cabinet? Digital vaults can help! In this session, we’ll explore what digital vaults are, how they differ from general cloud storage, and the kinds of documents they’re designed to protect. You’ll learn how they can support estate planning, emergency preparedness, and long-term peace of mind. We’ll also cover key privacy and security concerns, and you’ll see demos of several popular digital vault services in action.
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