Date
Friday, July 31, 2026
Time
2:00 PM - 3:00 PM (MDT)
Name
Estate Planning Essentials and Guardianship/Conservatorship Options Workshop 🔁🎟️
Description

This session is a part of the Future Care Planning Series and provides a guided walkthrough to prepare the specific information you will need before meeting with an estate planning attorney.

How to prepare for this workshop:

  1. Register via the Portal. Password:ASF2026
  2. Complete the Kick-Off Survey
  3. Watch the Estate Planning Essentials and Guardianship/Conservatorship Webinar
  4. Optional: Attend the Estate Planning Essentials and Guardianship/Conservatorship Options In-Person Session
  5. What to bring for this session (Electronic or Printed):
    1. Estate Planning How-To Guide
    2. Attorney Worksheet
    3. Dream Team Worksheet How-To Guide
    4. Dream Team Worksheet
Session Disclaimer

Enroll in the Future Care Planning Series:

  1. Register via the Portal Password: ASF2026
  2. Complete the Kick-Off Survey
  3. Review description for specific materials to prepare and bring to workshop
Location Name
Homestead 2
Speakers
Mary Anne Ehlert, Protected Tomorrows
Mallory Moreno, Chuhak & Tecson
Moderator(s)
Mary Anne Ehlert
Session Materials
View Material(s)
Session Type
Workshop