What to Expect
• Attorney Panel Presentation: A panel of attorneys will provide a comprehensive overview of critical topics, including the importance of a will, understanding trusts, and the role of Power of Attorney and Healthcare Directives.
• Personal Testimony: A guest speaker will share their personal story about the importance of estate planning and the peace of mind it can provide.
• Moderated Q&A Session: This is your chance to ask direct questions to the attorney panel.
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Recommended Items to Bring
To get the most out of the Q&A session, consider bringing the following information:
• Existing Documents: Any copies of existing wills, trusts, or powers of attorney.
• Financial Information: A list of your assets (e.g., financial accounts, real estate, valuable personal property) and liabilities (e.g., mortgages, car loans).
• Key Contacts: A list of potential beneficiaries with their full names and contact information, as well as contact information for your financial advisor or attorney.
• Personal Identification: A valid driver’s license or state ID.

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