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The 25 Documents Needed Before You Pass Away


Adult / Finance -
2024-2025 CE School Year

The emotional consequences and negative ripple effects of failing to keep your documents in order can cause frustration, delays, and a financial burden on your loved ones and heirs. You may have a simple WILL in place, but that only scratches the surface of what is needed in case you pass away or become incapacitated. What have you done about your financial accounts? Insurance policies? Medical wishes? What if you’re divorced? Own a business? Have a blended family? What about property you may own or pets you care deeply about? Who will know what to do if you aren’t around to tell them? Should you consider a Trust? Discover the 25 documents most experts recommend you collect and maintain so family members aren’t left scrambling to find important papers and information in a time of loss and confusion. 

Jeff Litfin

Jeff Litfin holds certification as an Estate Planner, serving in the capacity of a communications executive and the Director of Client Services at Generations Legal Services. This Twin Cities-based firm is distinguished for its specialization in providing comprehensive estate planning education and paralegal services to various law firms specializing in Estate Planning. Generations Legal Services has successfully educated and assisted over 15,000 individuals and families. Their focus extends to imparting understanding about the significance of estate planning, guiding on asset protection and transmission to heirs and charitable entities, as well as advising on strategies to navigate Probate avoidance.

 May 2025 
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  Jeff Litfin


Handke Center : 121
Wednesday, May 7
6:00 - 7:30 PM

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Price: $ 15 00