Estate Planning Teaching Resources
Materials for a four-part estate planning course.
Note: The presentations are available as Microsoft PowerPoint PPTX files (speaker notes included). If you don't have the PowerPoint program, you can use the PDF version for a slideshow - the speaker notes are available as a separate file.
Session 1
Considering your lifetime - how much time do you have left? This session covers funeral arrangements, wills, probate, and estate administration.
PowerPoint Version
PDF Version
Handouts
- Funeral Service Preparation Questions
- Loss of a Loved One Financial Checklist
- Possible funeral and burial costs - example pricing from two funeral homes in a major city in Southern US in 2016
- VA National Cemetery Burial Eligibility
- Intestate Texas Process
- Probate Process and Cost in Texas
Session 2
The main topic of this session is caring for aging parents and when to consider opening a trust.
PowerPoint Version
PDF Version
Handouts
Note: These are Microsoft Excel files. Don't have the Microsoft Excel program? If you have a free Google Drive account, here's how you can open an Excel file using the Google Sheets tool.
Session 3
How will you provide for your family after you’re gone? This session covers life insurance and other types of insurance.
PowerPoint Version
PDF Version
Session 4
The final session has us turn our hearts towards eternity and talk about legacy and inheritance.