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Estate Planning 101: Building a Lasting Legacy

About this event

Thinking about the future can feel overwhelming, but getting started doesn’t have to be. Trust & Will attorney Kate Teal will walk you through the basics of estate planning so you can protect your loved ones and the causes you care about most.

In this webinar, you’ll learn how to:

  • Understand what a will and trust is and why they matter
  • Identify the key decisions you’ll make in a basic estate plan
  • Provide for the people and charities that are important to you
  • Take simple, practical steps to start your own plan

We’ll keep things straightforward and answer common questions along the way. You’ll leave with more clarity, more confidence, and a clearer path to creating a legacy that reflects your values.

Hosted by

  • Team member
    KT T
    Kate Teal Assistant General Counsel, Product @ Trust & Will

Trust & Will

Estate Planning, made easy.

Trust & Will for Advisors is the nations leading estate planning provider — enabling advisors to streamline the estate planning process for you and your clients.