Estate and Will Planning Workshop

About This Event

What happens to everything you’ve built if something happens to you tomorrow?

Too many families lose homes, land, and wealth due to lack of planning. This workshop is designed to change that.

Join us for a powerful, action-oriented estate planning workshop focused on helping individuals and families protect their assets, avoid probate, and create a clear plan for generational wealth transfer.

This is not just information — this is implementation.

What You’ll Learn

✔️ The basics of estate planning (in plain language)

✔️ How wills and trusts actually work

✔️ What probate is — and how to avoid it

✔️ How your property is titled (and why it matters)

✔️ The different ways to hold real estate ownership

✔️ How to pass down property without creating family conflict

✔️ Strategies to protect generational wealth

Special Focus: Real Estate & Wealth Transfer

We’ll break down:

• Property vesting (Sole Ownership, JTWROS, Tenants in Common, Trusts)

• How to structure ownership the right way

• Avoiding heirs property issues

• Passing down rental properties

BONUS: Estate Planning Document Prep Lab

“Prepare It Today. Protect It Tomorrow.”

Stay for our guided session where you will:

✔️ Complete an attorney-ready estate intake form

✔️ Organize your property and asset information

✔️ Prepare key documents for next steps

On-Site Notary Services Available

You’ll have the opportunity to complete and notarize select documents on-site:

• Power of Attorney (Financial & Healthcare)

• Temporary Guardianship Authorization

• Property Intent Affidavits

⚠️ Note: This workshop is educational and not a substitute for legal advice. Attorneys will be available for consultation scheduling.

Contact Information

For questions, vendor opportunities, partnerships, or group registration:

[email protected]

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

Get App

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