Estate/Legacy Planning Impact Report
Please view, download, or print a copy of this report on this page.
Webinars 2020-2022
- MontGuide Mondays-6 webinars and 260 particpants total
- Tuesday Tips-18 webinars and 667 participants total
- Wisdom Wednesdays-7 webinars and 1,228 participants total
- Thoughtful Thursdays-6 webinars and 153 participants total
- Fabulous Fridays-16 webinars and 800 participants total
- Other webinars to a variety of organizations-38 and 1,063 participants total
Participant comments:
“I am so happy I registered for the webinar series; it’s been wonderful and very timely
as I just helped my 90-year-old father re-do all his
estate planning in Montana (which had last been done in Michigan quite a number of
years ago) and my husband and I are in process of
updating our own estate planning.“
“I had questions about going through probate for my parents estate. Although I was
living in Las Vegas at the time, I could not have been
more impressed with the help I received."
“Thank you for giving us all the information. It was so helpful. It was good to learn all Montana's requirements and laws.”
"This was very informative. You presented a boring topic in a fun way. Lots of good examples."
ESTATE PLANNING by the Numbers
3,274 attendees at Estate Planning Tele-Town Halls, the 4-part monthly series with Dr. Marsha Goetting
189 participants in the learn at home program: E$tate and Legacy Planning for Every Montanan
50 Estate Planning MSU Extension MontGuides/ Fact Sheets developed
2,225 hits on the Estate Planning Website www.montana.edu/estateplanning
What did participants Do?
As a result of attending MSU Extension Estate Planning Programs participants reported the following:
- 38% Made an appointment with an attorney to have a will written or revised.
- 46% Reviewed beneficiary designations on life insurance policies.
- 50% Discussed estate planning with adult children.
- 49% Reviewed beneficiary designations on securities.
- 59% Discussed estate planning with a spouse.
- 62% Reviewed an existing will.
- 65% Reviewed ownership titles on financial accounts.
- 69% Added payable on death designation and transfer on death registration to financial accounts.