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Estate Planning Basics – Deeds and Probate

September 21 @ 6:00 pm - 8:00 pm

Estate Planning Basics – Deeds and Probate

Let’s talk about what documents are usually included in an Estate Plan: A Will, a Power of Attorney, an Advance Directive, a Trust or a Transfer on Death Deed – what they are & how and when they work.

Here some of the questions/topics addressed during this session:

– What is the difference between a Will and a Trust?

– Power of Attorney vs. Guardianship proceedings;

– What is probate? How to avoid it;

– Beneficiaries to financial accounts, such as life insurance, retirement stocks… things to have in mind;

– Minor children provisions.

FOCUS: When is the last time you looked at your deed(s)? What does it say? Do you have a joint tenant? Is that with the right of survivorship, or tenants in common? What is the difference? Let’s talk about it.


September 21
6:00 pm - 8:00 pm


Cleveland County Wellness Square
210 S. James Garner Ave., Classroom 100
Norman, OK 73069 United States


The Well