
Estate and Will Planning

Join us to learn about Estate and Will Planning
During this class, you will learn:
✔ The key information typically needed when preparing a will
✔ Important decisions such as beneficiaries and asset distribution
✔ Common mistakes to avoid before getting started
✔ General overview of Free Will Service and how you can access it on your own if you choose.
We will have a limited number of devices, so we encourage you to bring your own for the demonstration of publicly available online estate planning resources and ability to bookmark some of these resources. This session is for informational purposes only and is not legal advice. Attendees may be shown how to access online planning tools, but no individual legal recommendations or document preparation services will be provided. Please consult a licensed attorney for advice specific to your situation.

