WHAT IS BACK TO BASICS, AND HOW WILL IT HELP ME PARTICIPATE IN THE CLIENT UPDATE PROGRAM?
Think of Back to Basics as a refresher course for estate planning. Most of our EPFL members who are eligible for the Client Update Program this year have not needed to review their documents since 2016, when they were either designing their estate plans, or were participating in the Client Update Program that year. At the Back to Basics event we will refresh your memory on what you learned during the design or latest review of your estate plan. If you have not completed and returned the Estate Planning Review Worksheet before the Back to Basics event, we encourage you to bring it to the event with you, along with any questions you have. Many clients have brought their worksheets to this event in the past and where able to complete and return them to us at the end of the meeting.