Getting Organized for the Future

Using the Senior Law Day Collaborative Planning Checklist as a guide, this webinar will review the necessary steps and documents to gather before you meet with an Estate Planning attorney. The presenter will explain the documents, financial information, tax information, digital assets, and professional team that typically need to be in place.

Speaker: Maria C. Corrao, Esq., Keane & Beane, P.C.

This is the first webinar in a series: Estate Planning for Life Situations. Future sessions will focus on couples, solo agers, and caregivers.