"Protecting What You Built - A Workshop on Trusts and Avoiding Probate"

ABOUT THIS WORKSHOP

What you have built deserves a plan that actually works when your family needs it. This workshop is designed to make sure you understand exactly how to do that — completely, clearly, and with the confidence that comes from knowing your plan was built with intention and care.

Brent Helms graduated from law school on a Saturday and was sworn in as a Special Probate Judge the following Monday. Before he drafted his first estate plan, he had already presided over contested estates, addressed matters involving individuals unable to manage their own financial affairs, and served by court appointment as Administrator of Estates and Conservator — managing the finances of incapacitated individuals and administering estates under court supervision.

His estate planning practice today is built on what he observed and administered in those roles. This workshop is an introduction to that practice — and to the process he has built to make sure every client leaves with a plan that does exactly what they intend it to do.

WHAT YOU WILL LEAVE UNDERSTANDING

This session covers five things — each explained in plain terms, without legal jargon, and with time for your questions throughout.

· What probate is, how it works in Alabama, and what a trust is designed to help your family avoid

· What a revocable living trust is built to accomplish — and what it requires to accomplish it fully and correctly

· Why a signed trust and a funded trust are not the same thing — and why that distinction is the difference between a plan that works and one that has not yet reached its full potential

· How to evaluate whether your current plan still reflects your intentions, your family's circumstances, and your goals

· What the estate planning process at Helms Law Group involves — and what every client who goes through it walks away with

THE SETTING

These workshops are held at the Helms Law Group Education Center at The Portico of Fairhope — a private, professional setting in downtown Fairhope used by the firm exclusively for this purpose.

Seating is intentionally limited to eighteen participants per session. That is not an incidental detail. It is the commitment behind every session — that the room will function as a focused conversation, that questions are addressed directly throughout, and that every person who walks in will leave with the clarity they came for.

WHO THIS WORKSHOP IS DESIGNED FOR

This workshop is designed for individuals and couples who have spent their lives building something — a home, a business, a family, a financial life — and are ready to understand how to protect it with the clarity, intention, and attention it deserves.

If you are ready to learn and ready to ask the questions you have been carrying, there is a seat waiting for you. Bring your spouse or a family member — these conversations are better when the people affected by the decisions are in the room together.

WHAT TO EXPECT

· 60 minutes of focused, substantive instruction in plain language — no legal jargon, no shortcuts

· 30-minute open Q&A following the session — questions addressed directly throughout; questions requiring individual analysis are handled in a private consultation, not a group setting

· Real-world perspective drawn from prior judicial service and a current estate planning practice built on that experience

· No sales pressure of any kind — this session exists to educate, completely and without agenda

· Option to leave following the 60-minute instruction if you are unable to stay for the Q&A

SESSION DETAILS

Thursday, April 2, 2026 · 10:00 AM · Doors open at 9:45 AM

Helms Law Group Education Center at The Portico of Fairhope

559 Fairhope Ave, Suite 209 Fairhope, AL 36532

Seating is limited to 18 participants per session. Reserve your seat early.

ABOUT BRENT HELMS

Brent Helms is the founding attorney of Helms Law Group, LLC in Fairhope, Alabama — a boutique estate planning and elder law firm serving Alabama families and individuals with something worth protecting.

He previously served as Special Probate Judge in Elmore County, Alabama, presiding over estate administrations, trust disputes, guardianships, and conservatorships. He was subsequently appointed by the Probate Judge to serve as county co-conservator and county co-administrator — managing the financial affairs of incapacitated individuals and administering estates under court supervision.

His current estate planning practice is informed by what he observed and administered in those roles. Every client he works with works directly with him — from the first consultation through the signing appointment.

www.helmslawgroup.com · 251-217-9900

This workshop provides general legal information only. It does not constitute legal advice. Attendance does not create an attorney-client relationship. Advertising Material.

Know what’s Happening Next — before everyone else does.

Get App

Host or Publisher Helms Law Group, LLC