Prelude to Estate Planning: Helping Older Adults Simplify Their Lives Before Meeting with Professionals

Baby boomers are retiring earlier and living longer than any previous generation. With this longevity comes a resistance to begin planning for final decision wishes. Estate planning programs are widely available, but few focus on the preparation needed prior to the actual estate planning meetings. The Simplify Your Life workshop offers a prelude to estate planning by educating participants on how to simplify their possessions and financial paperwork as well as how to initiate family conversations concerning final wishes. After attending, participants are able to consolidate important personal property and paperwork and hold positive and productive final wish conversations