Leave It Right: A Conversation on Estate Planning

Nobody loves thinking about estate planning. It brings up mortality, paperwork, and decisions that feel easy to put off "until later." But a few simple updates now can save your loved ones months of stress, cost, and confusion later.

Missed our July member webinar? Watch it on-demand now to get the essentials of estate planning: what it actually covers, what's easy to overlook, and the small steps you can take today to protect the people you love.

In this session, you'll learn:

• The quiet estate-planning shortcut most people miss: updating beneficiaries on 401(k)s, IRAs, and insurance policies (easy to do, and it supersedes probate)

• The building blocks of an estate plan: wills, trusts, and powers of attorney (medical & financial)

• How to put together an emergency/end-of-life file so your loved ones aren't left guessing

Who you'll hear from:
Our Director of Education, Gilles Hudelot, is joined by Ariel McDowell, Esq., to walk through the core pieces of estate planning, from account registrations and beneficiary designations to wills, trusts, and medical directives, and why getting these right now matters more than people think.

Recorded Live on July 28, 2026