Wills and Trusts
We invited a paralegal to come speak on Wills and Trusts. — Inviting a paralegal (instead of an attorney) was key so that she was prohibited from giving anyone legal advice, and wasn’t promoting her or her attorney’s services.
The paralegal based her lesson on the American Bar Association’s Guide to Wills and Estates, Second Edition : Everything You Need to Know About Wills, Estates, Trusts, and Taxes The ABA is the nation’s premier source of legal information, and this text is written so the layperson can gain an understanding of the basics of estate-planning.
(((I’ll email the paralegal to see if I can post her extensive lesson outline here.)))
Handouts included Appendix A: Estate Planning Checklist, Appendix B: Sample Basic Will, Appendix C: Health-Care Advance Directive, and pages 20, 21, 81, 261, and the page on Pick the Funeral Service You Want from Guide to Wills and Estates, Second Edition : Everything You Need to Know About Wills, Estates, Trusts, and Taxes. We also included the handouts from the 2005 BYU Women’s Conference titled Notebook Checklist: Preparing for the Loss of a Spouse by Elizabeth Finlinson, LCSW and Comforting Quotes Compiled by Tina Adams and Elizabeth Finlinson.