Webinar conducted
Estate Planning Awareness (In collab with Elevate your Life)
06 Jul 2025, 5:00 AM
Graphy Live Meeting
Overview
We’re diving into one of the most important yet often overlooked aspects of financial wellness—Estate Planning in association with Elevate your Life. This session will help you understand how to protect your family, your assets, and your legacy through three essential tools:
✅ Will – Ensuring your wishes are respected and your loved ones are cared for.
✅ Power of Attorney (POA) – Appointing someone you trust to make decisions when you can’t.
✅ Private Family Trust – Preserving wealth and ensuring smooth transfer to future generations.
Whether you're just starting your financial journey or already have a plan in place, this session will give you valuable insights to take control of your family's future with confidence.
Let’s get started on securing peace of mind—for you and the people who matter most.
This session will help you understand the use cases of Will, POA, AMD, Private Family Trust to safeguard your legacy.
What you will learn
Awareness about Will
Use cases for Private Trust
Advanced Medical Directives
Minor Beneficiary Trust & Guardianship
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