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Extension > Family > Financial Capability > Who Gets Grandma's Yellow Pie Plate?™ > Resources for Professionals

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Who Gets Grandma's Yellow Pie Plate?™

Resources for Professionals

If you are an educator or caring professional, you may have a unique role in helping families navigate the process of transferring property. Who Gets Grandma’s Yellow Pie Plate?™ is here to help.

These resources can help you guide families in transferring property.

Teaching

Who Gets Grandma’s Yellow Pie Plate?™ Workshop Facilitator's Toolkit — This toolkit will help you facilitate workshops on inheritance planning using Who Gets Grandma’s Yellow Pie Plate?™ resources.

Who Gets Grandma’s Yellow Pie Plate?™ Workbook — This 108-page workbook walks families through the entire process, from understanding the issues, identifying objects to transfer, reviewing distribution options, and managing conflicts. Quantity discounts available. Also available as an interactive CD.

Who Gets Grandma’s Yellow Pie Plate?™ DVD — This 13-minute video (on DVD) explains six factors important in successful transfer of personal, non-titled property. This is a perfect companion to the workbook for families.

Learning

Who Gets Grandma’s Yellow Pie Plate?™ Workshop — This one-hour workshop helps your clients learn the basics about transferring non-titled property. To learn about the resources used for the related project materials, see Learn More.

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