About the Series

The Downsizing Made Simple workshop series is designed to help seniors and their families navigate life’s next chapter with clarity, confidence, and a plan.

Part 2 – Build a Downsizing & Estate Plan that Works

A successful downsizing journey begins with a thoughtful plan. In this workshop, we’ll discuss how to create a clear downsizing strategy while also considering important estate planning decisions.

You’ll learn how to organize key documents, understand the role of wills, trusts, and powers of attorney, and explore how these tools can help ensure your wishes are carried out. We’ll also discuss how downsizing decisions can impact your long-term plans and how to coordinate housing, financial, and estate considerations.

🎤 Featuring:
Richard Campbell, Attorney at Law, and Ben Munson, Owner/Broker at the Memorie Group

🔍 During this workshop, you’ll learn:
• How to build a downsizing plan that aligns with your long-term goals
• The basics of estate planning and why it’s important to prepare early
• What documents and decisions can help protect your wishes and assets

This informative session will help you take important steps toward creating a plan that supports both your lifestyle and your future.

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