Description
Our 5-Day Estate Planning Workshop is a hands-on, instructor-led experience designed to give you clarity, confidence, and completed documents. Each day combines expert instruction, guided document preparation, and live Q&A so you leave with real progress—not just theory.
This workshop runs 5 hours per day, blending education with action.
Workshop Agenda:
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Day 01 – Lay the Foundation
Understand the building blocks of estate planning, key terms, and how each document fits into your legacy plan. -
Day 02 – Control the Narrative
Take charge of your medical and financial decisions with a Medical Directive, Medical Power of Attorney, and Durable Power of Attorney. -
Day 03 – Last Will & Testament
Create your will step-by-step so your wishes are clearly expressed and legally documented. -
Day 04 – Trust Introduction
Learn the fundamentals of trusts, why they matter, and how they can simplify and protect your estate. -
Day 05 – Trust Deep Dive & Family Office Setup
Go further with trust design, explore family office concepts, and learn how to fund your trust so it works the way you intend.
Each Day Includes:
Instructor-led training Guided document preparation with hands-on support Open Q&A to ensure your questions are answered
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