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Preparing Your Estate Plan  

You may have never considered putting together an estate plan. You may think, “I don’t have an ‘estate.’ Estates are what rich people have.” What we’re referring to is what happens to your minor children, your assets, and your own healthcare decisions if something happens to you. In this basic overview, we will discuss account registration, beneficiary designation, will, trust, tax information, life insurance and TOD (Transfer on Death.)

You may bring your spouse or life partner for no additional fee.

Simply register yourself, then reply to your registration confirmation email with the name of your partner. If you will not be bringing a guest, please respond with "no guest."


Preparing Your Estate Plan  
Date: 10/17/2019 - 10/17/2019 Bldg: Donaldson (Main) Room: 123
Time: 6:00 PM - 8:00 PM Location: 1115 North Roberts Helena, MT 59601
Days: Th Sessions: 1 Instructor: Jayme Klehfoth, Kathryn Munro
You may bring your spouse or significant other for free. Fee: $7.50
Class is full. Click the add to Waitlist button below.
We will notify you by telephone if a spot opens up in the class.
Please note that the waitlist does NOT roll over into the next class.


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