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Association of Retirement Organizations
in Higher Education

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Part I: Introduction to Estate Planning: The Five Essential Documents

  • Tuesday, September 30, 2025
  • 1:00 PM - 2:30 PM
  • Virtual

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Part I: Introduction to Estate Planning: The Five Essential Documents

This course will explain the five essential documents used in estate planning, including their purposes and the choices they involve. These include, more or less in order of importance: Durable Power of Attorney, Health Care Proxy, Will, Revocable Trust, and Medical Directive

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Dubois, PA 15801

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