Wednesday, May 13
10:00 AM CDT
Willie M Cortez Senior Center

Intro to Estate Planning Resources & Tools

Trainer:
Elizabeth Pineiro

Date and Time

Wednesday, May 13
10:00 AM CDT
Willie M Cortez Senior Center

Location

Willie M Cortez Senior Center

5512 Military Drive West, San Antonio, 78242

Class Description

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.

Questions about this program? Call the toll-free Senior Planet Hotline at 888-713-3495.

Trainer:
Elizabeth Pineiro

Elizabeth started at OATS in 2025. She has a bachelor’s degree in management psychology. With over 20+ years’ experience working in Human Services, she served in various civil service positions within the federal government and the State of North Carolina. Elizabeth enjoys her position as a trainer for Senior Planet. As a senior herself, she enjoys watching the faces of the students when they learn something new. It shows their empowerment as it continues to remind her to never stop learning. As a fun fact, Elizabeth is very much into true crime, and enjoys podcasting and TikTok. She currently resides in San Antonio, Texas.

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