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.

Online class hosted on Zoom. Registration not required. Trainer subject to change.

Resources

• Handout: Download Here

• How To Use Zoom: English instructions / Spanish instructions

• Questions about this program? Need help joining us online? Call the toll-free Senior Planet Hotline at 888-713-3495.