District 5 Senior Center
2701 S Presa St, San Antonio, San Antonio, TX 78210
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.
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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