Montana State University

Estate Planning Training Tools

PowerPoint Looping Slides

  1. PowerPoint, “Estate Planning MontGuides”
  2. PowerPoint, “Financial Management MontGuides”
  3. PowerPoint, “Financial Management and Estate Planning MontGuides”

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

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

Attention Getters (Wall Sheets)

  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)

Let's Get Acquainted/Discussion Situations

  1. Worries in Hat
  2. Estate Planning "I Got It" Bingo Game
  3. Play Money Labels with Estate Planning Questions
  4. M &M's: Estate Planning Discussions
  5. Decisions-Decisions-Decisions:  Could these situations have been avoided?
  6. Big Cookies and Estate Planning
  7. Equal or Fair
  8. Letter:  If your spouse died today what would your letter say?
  9. Scenarios (4): Focused on farm ranch/situations
  10. Estate Planning Squirms

Twitter and Tweet Offline

  1. Brief Facts (12)

So I Don't Forget

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

Marketing

  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

Grab and Go Programs

  1. NewPODs, TODs, & Other Beneficiary Designations
  2. NewLong-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?

 

Death and Dying Resources