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Free Estate Planning Seminars Offered by BECU Trust Services

Free Estate Planning Seminars Offered by BECU Trust Services

A little bit of planning really does go a long way when it comes to estate planning. Protect your legacy by documenting your wishes. BECU Trust Services is offering two free seminars to answer your questions and talk you through the essentials.

Plan Ahead – Estate Planning Basics

It's never too early to learn about getting your personal and financial affairs in order. This seminar is a general overview of basic estate planning issues, including the use of a will and trusts for handling your estate. We'll cover proper titling of assets, the importance of updating your estate documents and planning for incapacity.  We'll also review various techniques to maximize proceeds and the various options of disposition of your estate to your beneficiaries.

September 6
7–8:30 pm
Auburn Senior Center
808 Ninth Street SE
Auburn, WA 98002 


Creating a Legacy 
How will your legacy be remembered and distributed? What will happen to your loved ones if something happens to you? This seminar is an overview of basic estate planning issues, including the use of a will and trusts for handling your estate. You'll also learn various techniques to maximize proceeds and the various options of disposition of your estate to your beneficiaries. Brita Long, attorney at law, will share information on how to structure your plan so that you can leave a legacy, not a mess.

October 4
5:30–7 pm
Eastside Financial Center
13000 NE 20th Street
Bellevue, WA 98005

To Register for Seminars

Click here to register or call BECU Trust Services at 206-812-5176.

BECU Trust Services is a trade name used by MEMBERS® Trust Company under license from BECU. Trust services are provided by MEMBERS® Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant. Trust products not federally insured, not subject to credit union or affiliate guarantee, and may lose value.