HootOwl Presents: Estate Planning

Join us at The Root for a Lunch & Learn with HootOwl’s Jacob Lively, where we’ll break down the essentials of estate planning in a way that’s practical, approachable, and easy to understand.

In this session, we’ll walk through the core documents everyone should know—wills, trusts, powers of attorney, and healthcare directives—and how they work together to protect your family, your assets, and your wishes.

Whether you’re just getting started or looking to make sure you’re on the right track, this conversation will help you understand what matters most, common pitfalls to avoid, and simple next steps you can take.

✨ What you’ll learn:

• The difference between a will and a trust
• How powers of attorney and healthcare directives work
• How to ensure your wishes are clearly documented
• Common mistakes to avoid in estate planning

📍 Location: Lake Fayetteville Meeting Room
🕛 Time: 12:00 PM – 1:00 PM

Spots are limited, so be sure to reserve your seat through Eventbrite. Come support a fellow Root member, ask questions, and enjoy a complimentary lunch while you learn!

Know what’s Happening Next — before everyone else does.

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