Establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones. Come join us for "The Only Book You'll Need for an Organized Estate". We will guide you through completing this comprehensive organizer and provide industry knowledge for you to have peace of mind for an organized estate.
During this two-part workshop, each participant will receive the "My Estate Organizer" that is meant to provide clear information and personal direction to your loved ones and executor about steps that should be taken and how best to proceed in taking care of your affairs. The comprehensive binder includes:
- A list of your assets
- Insurance policies and where to find your important documents
- Your funeral wishes
- A list of your passwords
- How your bills are paid
- How to care for your pets, etc.
Tuesday, October 26, 2021 4:00pm - 5:00pm
Tuesday, November 2, 2021 4:00pm - 5:00pm
In-person seminar will be held at the Buckingham Advisors Education Center.
To attend in-person or via live webinar, please complete the form below or call 937.435.2742
Estate and Trust Planner, Tracy E. Travis, CES™