Estate planning isn’t just about documents—it’s about making sure your wishes are clear and your family is protected.
Join Jeff from Otter Creek Law and the team at Greenhill Financial Partners for an educational session designed for individuals and families who want to better understand the estate planning process. Whether you’re creating your first plan or reviewing one you set up years ago, this event will walk you through the essentials.
What We’ll Cover:
Key documents for every life stage
Estate planning essentials and best practices
Tips to keep your plan up to date with life changes
Bring a spouse, a friend, or a family member. We’ll keep it clear, approachable, and useful.
Register by emailing
aW5mbyB8IGdyZWVuaGlsbGZwICEgY29t with the subject line “Estate”
This presentation is for general informational purposes only and should not be considered legal, tax, or investment advice. Greenhill Financial Partners is a Registered Investment Advisor in the state of Vermont. Advisory services are offered only through written agreements. No financial products will be offered or sold at this event.
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