Wills Week

Wills Week

October 19-25, 2020 is National Estate Planning Awareness Week, and UMB participates by providing free estate planning resources and hosting a free estate planning conference.

Don’t have a will? You’re in good company.

58% of Americans do not have a will. The top seven reasons are:

  • Haven’t gotten around to it
  • Not enough assets to leave anyone
  • Too expensive
  • Don’t know how
  • Don’t have anyone to leave assets to
  • Takes too long
  • Rather not think about it

Wills Week Conference - October 23, 2020


9:30 a.m. - 9:45 a.m. - Welcome and opening remarks

9:45 a.m. - 10:40 a.m. - Estate Planning 101  (James Lee, Metropolitan Wealth Advisors)

10:45 a.m. - 11:40 a.m. - Wills and Probate (John Kern, Maryland Volunteer Lawyers Association)

11:40 a.m. - 12:00 p.m. - BYO lunch prep or delivery

12:00 p.m. - 12:45 p.m. - Halftime Show: 20 Questions (UMB Office of Planned Giving)

12:45 p.m. - 1:40 p.m. - Life Insurance 101 (Judy Vereen, New York Life Insurance Company)

1:45 p.m. - 2:40 p.m. - Planning for Seniors (Cheryl Jones, PK Law)

2:45 p.m. - 3:00p.m. - Closing remarks and final words of wisdom from the presenters

Wills Week Articles