How to finally get your estate plan DONE, so your family knows exactly what to do
Without court delays, confusion, or costly mistakes. Even if you've been putting it off for years.
Watch this first. It's about 90 seconds.
Join the free workshop
Seating is limited
You don't need another…
- Estate planning checklist you'll skim once
- Stack of legal documents nobody explains
- Appointment you'll get around to booking
What you need is a
clear path to DONE.
Most families don't stall because they don't care. They stall because the process feels disconnected, and because everybody sells them the paperwork but nobody walks them to the end.
These are the questions
that keep people stuck
We're going to answer every one of these on Thursday.
Three things nobody
sits you down and explains
- The one step almost everybody skips after signing a trust, and why you can feel finished long before you actually are
- The real reason responsible people stall out on this for years. It isn't money and it isn't time
- Why families who love each other can still come apart in a crisis, and the one thing to put in place now, while things are calm
Dear friend,
If you've been putting your estate plan off, it's probably not because you don't care. It's the opposite. You care enough that you don't want to get it wrong.
For years I ran estate planning workshops for rooms of 150, 200 people. Good, organized people. Some hadn't started at all. Others had already paid for a will or a trust. They'd take notes and say, "We really need to get this done." And then too many didn't.
Not from lack of care. Nobody had ever shown them what finished looks like, so they couldn't see what to do next.
That's why I built this workshop. It's 90 minutes that walk you through the whole path, start to finish, so you can see exactly where you are and what comes next, whether you're starting from scratch or picking up where you left off. No legal jargon, no prep required. At the end, if you want help finishing, I'll show you how, but the 90 minutes stand on their own.
Come Thursday and bring your questions.
I'll see you there,
P.S. If you already have a will or a trust, don't skip this one. The people who are most surprised on Thursday are usually the ones who thought they were already done.
Reviews from families they have worked with
It has been a pleasure to work with [them] on developing our Trust. While it looked daunting at the start, with the forms they have and the guidelines to many questions it became a manageable undertaking for us. ... They were always professional, patient and helpful. Just what we needed to complete this important process.
Randy W.
December 2025
We got Educated about choosing a Trust vs a Will. [They] were very informative and Professional. Excellent experience ...
Bobby B.
December 2025
Verified Better Business Bureau reviews of the estate planning firm behind this workshop. Quoted as written, shortened where marked.
Questions people ask
before Thursday
Is it really free?+
Yes. No card, no catch. It's 90 minutes of teaching, and the only thing it costs you is the Thursday evening. At the very end I'll mention how we help people who want it done for them, but you can close the window at that point and still have gotten everything the workshop promised.
Do I have to be on camera or speak?+
No. You can keep your camera off and your microphone off the whole time, and most people do. If you want to ask something there's a chat box, and there's a full Q and A at the end. Nobody is going to call on you.
What if I can't make it Thursday?+
Register anyway. Everyone who signs up gets sent the replay afterward, so you can watch it when it suits you. If you know now that Thursday is bad, you'll also get a reminder for the following week, since this runs every Thursday.
How long is it, and will it run over?+
90 minutes, including the Q and A at the end. It starts at 6:00 PM Central and ends at 7:30. If you have to leave early, go ahead, the replay is coming to you either way.
Do I need to prepare anything or bring documents?+
Nothing. Come as you are. You don't need to dig out old paperwork or know what you have. Some people like to bring a pen and a notepad, and if you want the printed companion workbook that's offered after you register, but neither is required.
I already have a will or a trust. Is this still for me?+
Probably more than you'd think. A lot of the people who get the most out of Thursday are the ones who already paid for documents years ago and assumed that was the end of it. We spend real time on the step after signing, which is where most plans quietly stop working.
Will you try to sell me something?+
At the end I'll explain how we help families who want help finishing, and you can book a call if that's useful to you. That's it. There's no high pressure moment, nothing expires at midnight, and the 90 minutes before that stand on their own whether you ever talk to us or not.
Is this going to be full of legal jargon?+
No. Plain English the whole way through. I'm not an attorney and I'm not going to talk like one. If you've ever left an estate planning meeting less clear than when you walked in, this is built to be the opposite of that.
Save your seat
It's free, it's online, and it's 90 minutes on something you've been carrying for years.
Can't make it live? Register anyway and we'll send you the replay.