Downsizing Made Simple Series

About this event

Build a Downsizing & Estate Plan That Works

If something unexpected happened tomorrow, would your family know your wishes and where to find everything they need? Learn how to create a realistic downsizing timeline, organize essential information, and coordinate the legal, financial, and practical parts of your plan. This workshop also explains important estate-planning documents, including wills, powers of attorney, advance medical directives, and trusts, so you and your family can move forward with greater clarity and confidence.

Presented by Silver Sherpa in partnership with The Memorie Group. No matter if you're 4 months out or 4 years away, planning ahead can make all the difference. Join us for this informative series designed to help you navigate the downsizing journey with expert guidance and a supportive community.