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Nov 5

Teaching the Estate Planning Toolkit: A Train-the-Trainer

November 5 @ 11:00 am - 1:00 pm

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Learn to guide clients in estate planning with USU’s free toolkit—preserve legacies, ease stress, and protect loved ones

Estate planning is an essential but often overlooked part of financial wellness. It isn’t just for the wealthy–it’s a key part of life planning for everyone. As professionals, you play a vital role in helping clients recognize its importance and guiding them through the process with confidence.

In this webinar session, we’ll introduce the Utah State University Extension Estate Planning Toolkit, a practical resource you can use in your own practice. You’ll learn how to position estate planning as a tool for preserving legacies, reducing stress, and providing clarity and protection for loved ones.

During this session, conference participants will explore:

  • How to help clients begin the process, including initiating meaningful conversations with loved ones.
  • Key documents to include in an estate plan and how to leverage the free USU Estate Planning Toolkit.
  • Best practices for empowering clients to take action with clarity and confidence.

The toolkit includes guidance and templates for organizing:

  • Wills and Trusts
  • Powers of Attorney
  • Advance Directives
  • Guardianship Considerations
  • Beneficiary Designations
  • Asset Inventories
  • Digital Assets and Online Account Inventories

Who Should Attend:

  • Financial educators, counselors, and housing counselors
  • Community leaders
  • Advocates for financial literacy
  • Anyone passionate about empowering others financially

Venue

Online Event

Organizer

Empowering Financial Wellness- USU Extension
View Organizer Website