Intro to Estate Planning Resources & Tools

Instructor: Debbie Burkham

Session: Monday, October 23, 2024

Meeting Times: 1:30 PM – 2:45 PM

Total Number of Sessions: 1

Location: Senior Source

Address: 3910 Harry Hines Blvd.  Dallas, TX 75219

Course Description

Estate planning may sound intimidating or something that requires a lot of resources. Creating an estate plan just
means making sure that your health, finances, and anything you own is handled according to your wishes. In
this case, a simple plan is better than no plan! In this lecture, you’ll get an overview of some common
documents found in an estate plan. We’ll also cover some free or low-cost resources and digital tools to help
you get started with a simple estate plan.

Join us for this in-person class at The Senior Source. Adults 50+ may attend, and there is no charge for classes, but enrollment is required. Ways to enroll:

• Fill out registration form by clicking the following link: https://seniorsource.my.site.com/s/
• Email Technology@TheSeniorSource.org
• Call via Phone at (214) 525-6180

***SPACE IS LIMITED. REGISTRATION WILL CLOSE ONCE WE HAVE REACHED CAPACITY***