Protect your family, your future, and your legacy
In-Person, Interactive, and Information-Packed
Estate Planning Workshop
Estate Planning 101:
The Key Foundations for Starting, Updating, and Protecting your Wishes
This is your chance to get clear answers to thequestions most families have, including:
- What are the 3 essential Estate Planning Documents that everyone over 18 should have on their Estate Planning Journey?
- What are the positive effects of having each of these essential documents?
- What are the negative results of not having one or all of these essential documents?
- What is a Trust and why would you want one?
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How can you be even more secure on your Estate Planning Journey beyond these essential documents?
Meet Your Workshop Guide:Attorney Shannon Pawley, J.D., LL.M.
This will be an interactive, information-packed event where you’ll gain clarity on how to safeguard what matters most.
What you’ll gain:
- The Three Essential Documents – legal documents needed for everyone over age 18
- Wills vs. Trusts - which fits your goals (and why)
- Avoiding probate - how to keep your family out of court and conflict
- Protecting assets from long-term care costs - legal strategies that work
- Beneficiary designations - common mistakes that derail great plans
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Taxes & titling - simple tweaks that can save time and money
Come prepared to leave with:
- A clear next-step checklist tailored to your situation
- Answers to your specific questions (bring them!)
- Peace of mind knowing what to do—and what to avoid
Helpful tips:
- Bring a spouse/partner or adult child if they help with decisions.
- The duration of the workshop is approximately 90 minutes.
- Materials and a pen will be waiting for you.
We can’t wait to help you protect your family, future, and legacy.
You’ll walk away with insights usually reserved for private consultations—at no cost to you.
