Presentation: Organizing Critical Information and Documents

Friday, 11/15/2024
2:00 - 3:00
Glen Park Meeting Room
Glen Park

2825 Diamond Street
San Francisco, CA 94131
United States

415-355-2858

Join SFV member and retired lawyer Susan Pollack for a conversation about organizing and sharing information about one's estate and other critical documents - both for oneself and for those who will have to deal with it. We’ll talk about all the kinds of information you want to consider, such as: important contact details, estate and health care documents, property arrangements, where to find things, accounts to stop/monitor/pay, insurance, automobiles, etc.

Rather than legal advice and how to fill out a will, trust, or health care directive, we'll be focusing on how to think about the types of information and documents you should have, who you want to share it with, and the necessary conversations to have with people you’ve chosen. The outline Susan works from is one she developed for herself after her husband died, and now uses in discussions with her friends and colleagues. Think of something else? Bring it to the group so we can all think about it together!

Spotlight

Older Adult

Learn and live well at any age.

This program is sponsored by Friends of the San Francisco Public Library.

Attending Programs

All programs are drop-in (no registration necessary) unless otherwise noted. All SFPL locations are wheelchair accessible. For accommodations (such as ASL), call (415) 557-4557 or contact accessibility@sfpl.org. Requesting at least 3 business days in advance will help ensure availability.

This program will be conducted in English unless otherwise noted.

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