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Who Gets Grandma's Yellow Pie Plate?™ Workshop Facilitator's Guide

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:

  • The inheritance decision making process.

  • 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)

  • Purpose of workshop toolkit

  • Help for facilitators

History of Who Gets Grandma’s Yellow Pie Plate?™

Getting prepared: A facilitator’s checklist

What research suggests about families, personal possessions, and inheritance

  • The state of what’s known

  • It’s about more than money

  • Personal possessions matter

  • Examining personal possessions and inheritance decisions

  • In summary

Designing and conducting workshops

Appendix

This CD is only available for sale with the Who Gets Grandma's Yellow Pie Plate?™ Workshop Facilitator’s Toolkit.

This guide and the related toolkit was developed by Marlene S. Stum, Extension specialist and professor in family social science.

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