Session 5: Estate Planning, Legacy & Final Instructions

Join us for the fourth session of our 4-part Emergency Planner & Golden Box Workshop Series, designed for homeowners 62+ and their trusted circle.

This session is where everything comes together. We will take the information you’ve built over the previous workshops and organize it into a clear, easy-to-use system that your family can actually access and follow during an emergency.

You’ll learn how to structure your Golden Box for both physical and digital access, set up permissions for the right people, and simplify complex information so it can be used quickly when it matters most. We’ll also address estate planning awareness, legal documents, burial and funeral wishes, housing transition planning, legacy information, and personal instructions so your wishes are clearly communicated.

The goal is simple: if your family had only a few minutes, they would know exactly where to look and what to do.

When: Tuesday, September 23rd, 2026 |…