Basics for Estate Planning

Develop a better understanding of the documentation needed for successful Estate Planning. If you fail to plan you plan to fail! Learn the many terms that describe will planning, guardianships and trusts. The session will cover contents such as a:

  • Will
  • Beneficiary form
  • Health Care Proxy
  • Revocable Living Trust
  • Durable Power of Attorney

To print a certificate of completion, you must have a personal account. Sign up here