Protect Your Estate With a Will or Trust

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Program Description

Many people live easier knowing their passing will not place a financial burden upon their survivors. This program can explain to people how to proceed in executing a will or trust.

Topics

• Wills, trusts, living wills, and living trusts.
• Laws affecting wills and trusts.
• Recommendations for when to use a will and when to use a trust.

Speakers

• Attorney who specializes in estate planning or end of life issues. Contact the National Academy of Elder Law Attorneys (NAELA): http://www.naela.com
• Representative of the Montana Bar: http://www.montanabar.org/

Basics

• Length - 1½ hours.
• Classroom-style seating.
• Preparation time - 2 hours.

Learn More About It

• Bove, Alexander. Complete Book of Wills, Estates & Trusts. New York: Holt, 2000.

Make It Special

• Distribute copies of the "Probate Law Resource Guide," available online at: http://www.montana.edu/wwwpb/pubs/mt9006.html

Market It

Distribute flyers at banks, shopping centers, churches, law offices.

Reprinted with permission from the Missouri State Library and Secretary of State Robin Carnahan.