Estate Planning Training Tools

Estate Planning Tools

Top 10 Estate Planning Actions (FCS Update 2015) 

PowerPoint Looping Slides

  1. PowerPoint, “Estate Planning MontGuides” (Revised April 2015)
  2. PowerPoint, “Financial Management MontGuides” (Revised April 2015)
  3. PowerPoint, “Financial Management and Estate Planning MontGuides” (Revised April 2015)

Learning on My Own Activity Sheets (8 1/2 x 11) (Paper and Pencil)

  1. Estate Planning Word Find
  2. Match Game (Revised April 2015)
  3. What is Your EPKQ (What is your Estate Planning Knowledge Quotient) (Revised April 2015)
  4. Estate Planning True/False QQ (Quickie Quiz) (Revised April 2015)
  5. Montana Numbers Game (Revised April 2015)

Attention Getters (Wall Sheets)-PDF

  1. Wall Sheets (List of 16 Estate Planning Topics)
  2. Who Gets Your Property (8 1/2 x 11 illustrations, plus voting sheet, 7 examples)
  3. Top Ten Estate Plannings Accomplished Within the Last Two Years
  4. True or False Statements

Attention Getters (Variety)

  1. Be a Smartie
  2. MSU Extension Estate Planing website is a LIFESAVER
  3. How Much Money is in the Moolah Cow?
  4. Who Receives Your Nest Egg Legacy?
  5. Penny Roll Wrapper (Fill in your Name and County)
  6. Porky the Estate Planning Pig Suggests
  7. Secret Messages about Estate Planning

Promotional Ideas:  Labels

  1. Estate Planning benefits survivors even if you don't have $100 grand
  2. Label to use on recycled CDs
  3. Estate Planning for Minor and/or Special Needs Children
  4. Penny for Your Thoughts
  5. Promoting Estate Planning website
  6. Separate Listing for Tangible Personal Property
  7. Promoting a Variety of Estate Planning MontGuides
  8. MSU Extension has a Wealth of Information

 Group Activities

  1. Agree or Disagree Statements
  2. Group Sticky Notes:  Questions about Montana Laws
  3. Jump'n Jack or Jill:  Team or Individual

Let's Get Acquainted/Discussion Situations

  1. Worries in Hat 
  2. Estate Planning Bingo Game (Revised April 2015)
  3. Play Money Labels with Estate Planning Questions 
  4. Decisions-Decisions-Decisions:  Could these situations have been avoided? 
  5. Equal or Fair 
  6. Letter:  If your spouse died today what would your letter say?
  7. Scenarios (4): Focused on farm ranch/situations 
  8. Estate Planning Squirms 

Twitter and Tweet Offline

  1. Brief Facts (12) (Revised April 2015)

So I Don't Forget

  1. Trigger Mint Labels 
  2. Action Plan “To Do” List 


  1. Order Form for Estate Planning:  The Basics Packet 
  2. Family Financial Management Publications Lists
  3. Table Tents (4 x 5)
  4. Mini Posters (8 1/2 x 11)
  5. Placemats
  6. MSU Estate Planning PowerPoint List

Financial and Estate Planning Recorded Webinars

  1. Webinars

Grab and Go Programs

  1. PODs, TODs, & Other Beneficiary Designations
  2. Long-Term Care Partnership Insurance in Montana
  3. Letter of Last Instructions
  4. Estate Planning for Minor and/or Special Needs Children
  5. Power of Attorney
  6. Provider Orders for Life-Sustaining Treatment (POLST)
  7. Avoid Probate on Your Home with a Beneficiary Deed
  8. Who Gets Your Property When you Die?
  9. Who Gets Grandma’s Yellow Pie Plate and Grandpa’s Watch?

Tidbits--Incorporating Estate Planning During Other Programs

  1. Who Gets Grandma's Yellow Pie Plate
  2. PODS & TODS

Death and Dying Resources