Estate planning,
explained in 90 minutes.

The three reasons most plans never get done — and why this time is different.

What probate actually costs and why most homeowners should hold assets in trust.

What each document does, who controls it, and what happens if you die without one.

Trustee, successor, executor, POA agent, healthcare agent — who is right for each role.

Exactly what legal insurance covers, how to confirm your benefit, and how to get started.

Open questions — the ones you've been too embarrassed to Google.

Oregon homeowners

You own real estate. A will alone triggers probate. This workshop will show you exactly what that costs and what to do instead.

Legal insurance members

Your legal benefit may cover the plan. Bring your member ID or provider name and leave knowing how to use coverage you've probably never touched.

Couples with children

Minor children require more planning — guardianship, trusts, beneficiary order. We go through all of it.

Procrastinators

You've been meaning to do this for years. The workshop creates the momentum. Most attendees start their plan within two weeks.