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Estate Planning Basics with a focus on Vacation Planning

March 8 @ 10:00 am - 12:00 pm

Let’s talk about what documents are usually included in an Estate Plan: A Will, a Power of Attorney,
an Advance Directive…

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;

– Minor children provisions.

FOCUS: If I do not have an estate plan, what documents should I sign so my parents can watch our minor children?

What about giving them access to bank accounts? What is a Limited Power of Attorney? If I have a Power of

Attorney, will it work in another state/country? What am I missing?


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


The Well