This class will offer practical guidance on building a legacy plan that ensures loved ones can efficiently settle your affairs when you make your celestial exit—without sending them on a frustrating treasure hunt. Why is this so important? At the end of 2024, the State of Texas reported more than $9 billion in unclaimed assets, much of it due to incomplete or missing planning. By the end of this session, you will have the tools and knowledge to begin crafting your own comprehensive legacy plan.