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Estate Planning Basics Training

October 12, 2023 @ 9:00 am

Join us to learn about the basics of drafting a will, advance medical directive, financial power of attorney and life estate deed. This training is available either in person at 201 N. Charles Street, Suite 1400, Baltimore MD or via zoom.

This training is also the first in the series of events for our estate cohort. The purpose of the cohort is to provide newer estate planning and administration volunteers with a network of new and more seasoned practitioners. Participation in the cohort will involve a commitment of approximately 1-3 hours per month over the course of 6 months. Each cohort participant will receive a mentor. Over the course of the following six months, members will receive an additional training on estate administration basics, participate in a My Home, My Deed, My Legacy clinic, and commit to take on one estate planning or estate administration case.