top of page
ONLINE
WEBINAR /WORKSHOP
Website Pics.png
HOW TO START A WILL OR TRUST FROM SCRATCH
 SAT 8/20/2022, 9am HST 
MYTH: Only "rich" people need an Estate Plan
TRUTH: We ALL need an Estate Plan because we all have an Estate.  Some are small and others are large.
 
Your estate plan will protect your property, autos, personal belonging, real estate, children/family, and anything else that is important to you!
2.png
GET THE INFORMATION YOU NEED AND LEAVE WITH AN ACTION PLAN TO PROTECT WHAT MATTERS MOST TO YOU.
Can't make that time? Register anyway, we'll email you the recorded webinar
Quote Template.png
 WHAT YOU WILL LEARN

  • Purpose of estate planning

  • Terminology & Documents

  • Management of your affairs (Life or death)

  • Who will manage family and financial affairs (Life or death)

  • How will it be distributed?

  • Emergency planning

  • Final arrangements

  • Next steps

WHAT YOU WILL 
LEAVE WITH

  • Clarity & Education

  • Easy, downloadable guide to follow along 

bottom of page