MyUCRetirement.com
Legacy Planning checklists
- Organizing Your Affairs: A Checklist for Employees of the University of California
- Organizing Your Affairs: A Checklist for University of California Retirees and Disabled Members
- Essential Steps to Access UC Benefits: A Checklist for Survivors of UC Retirees
- Guide to Survivor and Beneficiary Benefits – for Family Member and Beneficiaries of Active UC Employees
- Guide to Survivor and Beneficiary Benefits – For Family Members and Beneficiaries of UC Retirees and Disabled Members Receiving UCRP Income
Webinars
Confident Retiree Series:
Legacy Planning - Peace of Mind for you and your loved ones
(A three-part webinar series)
- Part 1: From Today to Tomorrow: Estate Planning Basics
- Part 2: Getting Your Affairs in Order: Essential Planning for Peace of Mind
- Part 3: Essential Steps for Survivors of UC Retirees: Accessing UC Benefits and More
Recordings of Parts 2 and 3 will follow later this summer, 2026.
Note: The Legacy Planning resources are scheduled to be featured in the August 2026 edition of New Dimensions.