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