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Estate Planning Essentials and Guardianship/Conservatorship Options

Class Overview
A focused look at the necessity of comprehensive estate planning and understanding the key components of guardianship and conservatorship tailored for family members who have a loved one with special needs.

Why It Matters
Legal documents can be intimidating, but they are the foundation of your loved one’s security. We’re here to help you understand the different types of Special Needs Trusts, clarify how they function within your broader legal plan, and outline the steps to ensure your family has the right coverage in place. In addition to structures like Special Needs Trusts, we will cover the critical legal distinction between guardianship and conservatorship to help families navigate ongoing legal and ethical duties associated with being a court-appointed decision-maker.

Estimated Time
80 Minutes

Estimated Time
60 Minutes

Complete the Dream Team and Estate Planning Attorney Worksheets to determine who will play what roles in your estate.

Estimated Time
60 Minutes

As you complete the webinars, questions will naturally arise. Join our live Q&A sessions to get your answers. Please ensure your questions for each session are focused on its dedicated topic. All Q&A session recordings will be posted here for those unable to attend live.

Next Module – Graduation/Next Steps ⇾

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For questions about portal navigation or the partnership overall, email our team at futurecareplan@protectedtomorrows.com or click below.

Do you have questions regarding the Series’ topics?

Complete the Ask An Advocate form to receive your personalized support on the four series topics from a Protected Tomorrows’ representative.

Do you need assistance beyond the Future Care Planning Series?

If you would like help with planning topics beyond what the Future Care Planning Series offers, complete the Family Intake Form, and a representative will contact you to schedule a consultation.

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investments involve the risk of loss. Protected Tomorrows does not provide legal or tax advice. Information provided is for informational purposes only and should not be construed as legal or tax advice. Clients and prospective clients are encouraged to consult with their own legal and tax professionals regarding their specific situations. Protected Tomorrows is a DBA of Simplicity Wealth.