Monday, May 11
6:00 PM UTC

Intro to Estate Planning Resources & Tools

Trainer:
Saily M Gutierrez

Date and Time

Monday, May 11
6:00 PM UTC
Remind MeZoom LinkMeeting ID: 840 7432 0019Call-in by phone: 1-888-788-0099

Class Description

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.

 

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.

 

NOTE: This presentation is designed to introduce general tools and resources and does not provide legal, financial, or tax advice.

Resources

Intro-to-Estate-Planning-Tools-Handout-06.09.23Download here
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Questions about this program? Need help joining us online? Call the toll-free Senior Planet Hotline at 888-713-3495.

Trainer:
Saily M Gutierrez

Saily joined OATS in 2024 from Miami, FL. She is a double alumna of the University of Miami, having earned an MEd in Applied Learning Sciences and a BA in Psychology. Her previous experience includes training and teaching at the Gordon Center, affiliated with the University of Miami’s Miller School of Medicine. She values empowering older adults to tackle new challenges and enjoys helping others build confidence with the latest technology. When she’s not teaching online, she enjoys spending time outside near any body of water.

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