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Organizing and Sharing Important Information (Virtual)
May 6 @ 10:00 am - 11:00 am
Join retired lawyer Susan Pollack for a conversation about organizing and sharing information about one’s estate and other critical documents – both for oneself and for those who will have to deal with it. We’ll talk about all the kinds of information you want to consider, such as: important contact details, estate and health care documents, property arrangements, where to find things, accounts to stop/monitor/pay, insurance, automobiles, etc. Rather than legal advice and how to fill out a will, trust, or health care directive, we’ll be focusing on how to think about the types of information and documents you should have, who you want to share it with, and the necessary conversations to have with people you’ve chosen. The outline Susan works from is one she developed for herself after her husband died, and now uses it in discussions with her friends and colleagues. Think of something else? Bring it to the group so we can all think about it together!
HOW TO JOIN THIS CLASS:
To join by phone, dial 888-475-4499 (toll-free) or 669-900-6833 (local).
Enter Meeting ID: 875 2188 4135, then press # twice.
To join with video, click this link: https://us02web.zoom.us/j/87521884135 to register and join.
Wait in the “waiting room” until the activity is ready to start.
Click on this sentence if you have issues joining the class by Zoom.
To create a friendly environment and minimize interruptions, we will close the activity to new participants 15 minutes after the start time. The above link will work on your tablet or your computer. You’ll be prompted to download a Zoom app the first time you use Zoom. If you’re using a PC or Mac, you can join from your web browser without using the Zoom software.
