Join us at Lake Fayetteville for a Lunch & Learn with HootOwl’s Jacob Lively and learn all about estate planning basics.
This session will be a practical and approachable introduction to estate planning. We’ll walk through the core documents everyone should understand—wills, trusts, powers of attorney, and healthcare directives—and how they work together to protect your family, your assets, and your wishes.
Whether you’ve never started a plan or just want to make sure you’re on the right track, this conversation will help you understand what matters, what to avoid, and what steps to take next.
Be sure to sign up using the Eventbrite link below, as spots are limited for this session. It’s a great opportunity to support a fellow Root member, ask questions, and enjoy a complimentary lunch while you learn.