Intro to Estate Planning Tools

"A simple plan is better than no plan! Get to know a few free and low-cost resources that make it simple to plan your estate."

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.

This Senior Planet from AARP class is being offered through the Senior Planet licensing program, but all adults are welcome. Registration required. Adults. Call 636-296-2204 to register or register at jeffcolib.org events calendar

Date: Saturday, November 14, 2026 Time: 2:00pm - 3:00pm