Organizing and Sharing Important Information (In-Person)

Join retired lawyer Susan Pollack for an in-person discussion on organizing and sharing essential estate and personal documents—for both yourself and those who may need to manage them in the future. Rather than focusing on legal advice or how to complete a will, trust, or health care directive, this conversation will explore the types of information and documents you should have, who to share them with, and the important conversations to have. Topics include:

• Key contacts
• Estate and health care documents
• Property arrangements
• Where to find important records
• Managing, monitoring, or closing accounts
• Insurance policies
• Vehicles and other assets

Susan will share the framework she developed for herself after her husband’s passing—one she now uses in discussions with friends and colleagues. Have something else on your mind? Bring it to the group so we can all learn and plan together!

This program is in-person. Virtual version scheduled for May  6, 10:00 am-11:00 am: https://sfcommunityliving.org/event/information-pollack/

Location
Cayuga Connector Program
Bethel Lutheran Church (Addis Kidan)
2525 Alemany (at Ottawa)
San Francisco, CA 94112