Each segment focuses on a key part of the process:

• Overview – Why planning your estate matters and how to begin.

• Collecting Information – Organizing details like bank account numbers and an inventory of assets.

• Your Legacy: What Matters? – Defining your values and priorities.

• The Right Documents – Choosing between a simple will or trust, and planning for children or pets.

• Who’s in Charge? – Selecting executors and guardians.

• Building Your Team – Identifying key advisors like investment planners.

• Dividing, Devising, and Gifting – Deciding how to distribute your estate.

• Powers of Attorney – Planning for health and business decisions.

This course does not include the actual will or trust but prepares the participant in getting ready to undertake that process.