Free local workshop · Early October

Estate Planning Essentials for Local Homeowners

A plain-English, education-only session on how wills, trusts, beneficiary titling and property ownership fit together — so your family isn't left guessing. No products sold, no pressure, no cost.

Date: [WORKSHOP DATE — first week of October]
Time: [START TIME – END TIME]
Location: [LIBRARY NAME]

Reserve my free seatSeating is limited to keep the session conversational.

What we'll cover in one focused session

Educational only. We explain how the pieces work — you decide what, if anything, to do next with your own professional advisors.

Wills vs. trusts

How each document works, where each is commonly used, and the paperwork families most often discover is missing.

Property & titling

What owning one or two properties can mean for how assets transfer, and why titling and deeds deserve a second look.

Beneficiary designations

Why retirement accounts and policies follow their own rules — and how outdated designations create surprises.

Incapacity documents

Powers of attorney and healthcare directives explained in plain language, without legal jargon.

Probate basics

What the process generally involves locally, how long it can take, and what typically stays outside it.

Your next steps

A simple checklist to organise documents and prepare good questions for your attorney or tax professional.

Who this workshop is built for

The material is aimed at established local households, so the examples stay relevant to the room.

Homeowners with one or two properties
Households with $250,000 or more in assets outside their property
Neighbours living within about 25 miles of the library
Couples and individuals who want their wishes documented clearly

A workshop, not a sales pitch

You will not be asked to buy anything, and no products are presented. If you'd like to talk further afterwards, that's entirely your choice.

Come with your questions. Most attendees tell us the most useful part is hearing which documents their own household is missing.

Workshop details

Date: [WORKSHOP DATE — first week of October]
Time: [START TIME – END TIME]
Additional session: [OPTIONAL SECOND SESSION DATE & TIME]
Venue: [LIBRARY NAME]
[LIBRARY STREET ADDRESS, CITY, STATE ZIP]
Free parking. Ground-floor community room.

Seats fill quickly

Reserve your free seat now and we'll send the details plus a reminder before the session.

Reserve my free seat Ask a question first