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
Buckingham Advisors Education Center
Hosted by Tracy E. Travis, CES™
Estate and Trust Planner
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.