Estate Planning: Consolidating & Simplifying Your Accounts

Seminar Series Title: "Resolve to Simplify: Streamlining Your Legal Plan for Peace of Mind"

Presenter: Kayla Graben, Esq. - Estate Planning Attorney

Series Description:
This three-part January series helps individuals start the new year by getting their legal and financial lives organized. Each session focuses on simple, practical steps people can take to make things easier for themselves and their families. No legal background needed—everything is explained in everyday terms with examples and worksheets.

Session 2: Consolidating and Simplifying Your Accounts

Many families have multiple bank accounts, scattered retirement funds, or digital accounts no one else knows about. This session focuses on how to streamline accounts to reduce stress and prevent delays if something happens. We’ll also cover basic digital organization—passwords, online accounts, and how to keep things secure while making sure the right people can access information when they need it.