Lunch n' Learn - Basic Estate Planning Documents
Date: Thursday, February 12, 2026
Time: 12:00pm - 1:00pm
Location: Virtual - Zoom
Speaker: Kate McCurdy, Esq.
Rochester EPC Lunch n' Learn
Basic Estate Planning Documents
-will
-health care proxy
-power of attorney
-trust
Kate will walk us through the basics of these documents including preparation, purpose, and strategy. And how to build out your fundamental knowledge, to help clients work towards their Estate Planning goals.
