The Workshop

The Estate Planning Workshop makes it easy and affordable to complete your basic estate planning documents in an afternoon or evening. After completing the workshop, you’ll have the following official documents:

Your Will
Advance Health Care Directive
Power of Attorney for Finances
Nomination of Guardian for your minor children

During the workshop, the Attorneys will explain what all of these documents do, how they work, what you need to do to ensure their effectiveness, and when this basic estate plan may need to be updated. You’ll leave knowing how to take advantage of the beneficiary designation forms that come with your financial accounts. Finally, you’ll understand what probate is and possible maneuvers to avoid it.

Cost:

For individuals – $299
For married couples – $499.

How it works:

1. Register for the workshop on the date you want, and you’re all set. If no date works for you or your desired date is sold out (8 people maximum), send us an email and we’ll notify you of our next workshops.

2. After you register, we’ll send you a worksheet that you (and your spouse, if applicable) need to fill out. It’s best to take your time with the worksheet, and not to do it hurriedly just before the workshop. You may also need time to have conversations with your spouse and/or with people regarding their possible role as caregiver of your children or as your representative for health-care or financial matters. Give yourself plenty of time to think about these things and confirm caretakers of your estate. Once you have, the worksheet itself only takes about an hour to complete.

3. Return the completed worksheet to our office at least one week before your workshop. We’ll review it and contact you if we have any questions, then prepare the Will, the Healthcare Directive and the Durable Power of Attorney.

4. You’ll come for the workshop, and when you arrive, your personalized documents will already be waiting for you. We will explain all the documents and what to do with them. There will also be an opportunity to meet with one of the attorneys privately to answer your questions. If you change your mind about anything during the workshop, we can modify and reprint the documents before you sign. It’s important to us that you leave the workshop fully satisfied.

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