This guide is part of the Who Gets Grandma’s Yellow Pie Plate?™ Workshop Facilitator’s CD. It and the other Who Gets Grandma’s Yellow Pie Plate™ toolkit resources will help you facilitate workshops on inheritance planning. Use these resources to teach families and other professionals about:
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The inheritance decision making process.
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How to transfer non-titled property.
What is included in the guide
Here is the topics that are addressed within this facilitator’s guide. Click on the links to see samples of the resources.
Addressing gaps in families and inheritance education (PDF)
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Purpose of workshop toolkit
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Help for facilitators
History of Who Gets Grandma’s Yellow Pie Plate?™
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Connecting community and university resources
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A growing need for this resource
Getting prepared: A facilitator’s checklist
What research suggests about families, personal possessions, and inheritance
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The state of what’s known
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It’s about more than money
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Personal possessions matter
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Examining personal possessions and inheritance decisions
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In summary
Designing and conducting workshops
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Determine appropriate workshop length and focus
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Determine participant evaluation plans
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Protect quality and integrity of materials
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Use teaching and learning tips
Appendix
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Evaluation tools
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References
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Acknowledgments
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Copyright information
This CD is only available for sale with the Who Gets Grandma's Yellow Pie Plate?™ Workshop Facilitator’s Toolkit.