Please check back for future dates.

    Tuesday, September 17, 8:30am – 10:00am
    Tuesday, September 24, 8:30am – 10:00am
    Tuesday, October 1, 8:30am – 10:00am

    Held at:
    Buckingham Advisors Education Center

    Hosted by Tracy E. Travis, CES™
    Estate and Trust Planner

    Cost $125.00

    We will provide valuable information about your options and guide you through the “My Estate Organizer” book that will provide clear information and direction to your loved ones and executor about steps that should be taken and how to best proceed in taking care of your affairs. The binder not only includes a list of your assets, insurance policies and where to find your important documents; but also covers your wishes for your funeral, a list of your passwords, how your bills are paid, how to care for your pets, etc. In addition to walking through the binder we will be discussing the important estate documents everyone should have, beneficiary designations, probate, and providing additional tips and information regarding the digital estate, funeral homes and more.

    If you would like to view the event videos Click Here

    If you would like to inquire about getting access to the recordings and Estate Organizer Workbook, please fill out the form below.