FREE EDUCATIONAL WORKSHOP
Protect Your
Home and Your
Family's Future
For many local families, estate planning is a priority that has been on the "to-do" list for years. Join us for a free educational workshop where we explain your options in plain English: wills, trusts, probate, and how to protect what you've built, all in one evening, with no obligation.
Click below to secure your complimentary reservation.
What We'll Cover
Wills vs. Living Trusts
Explore the key differences between the two, which one truly fits your situation, and why having the wrong plan can create unnecessary costs and confusion for your family.
How to Potentially Avoid Probate
Learn what probate actually means for your home and your family, and discover the specific steps local residents can take to help their loved ones avoid the process entirely.
Common Estate Planning Mistakes
Identify what people commonly leave out of their plans or get wrong, critical mistakes that frequently lead to family conflict, legal delays, and unexpected costs.
The SECURE Act and Your Estate
Discover how recent federal law changes impact what your heirs inherit from retirement accounts, and what vital adjustments you should consider as part of your overall plan.
Is This Seminar For You?
This workshop is specifically designed for homeowners and families who want to ensure their transition of assets is seamless and private.
You own a home and want to keep it out of the public probate process.
You have children or grandchildren you wish to protect and provide for.
You are concerned about the impact of taxes on your retirement accounts.
You want to avoid family conflict and ensure your wishes are followed.
Join Over 500 Local Families
We have helped hundreds of community members find peace of mind through education. Our sessions are small, personal, and focused on your needs.
About Your Host(s)
John Ellis is an experienced estate planning attorney who helps individuals and families make informed decisions about their future. He is passionate about helping families stay out of court and conflict in the event of incapacity or death. In this educational seminar, he’ll break down key estate planning concepts and common mistakes in estate planning. Whether you're new to planning or ready for an update, this is a great place to start.
What to Expect During the Workshop
60 Minutes of Clarity
We value your time. The session is packed with high-value info and concludes right on schedule.
No-Pressure Environment
This is an educational event. No products will be sold and no one will be pressured to sign anything.
Free Planning Toolkit
All attendees receive a physical workbook to help take notes and organize their thoughts during the seminar.
Frequently Asked Questions
Is this really free?
Yes. We believe that an educated community makes better decisions for their families. There is no cost to attend and no obligation to hire our firm.
Do I need to bring any financial documents?
No. This is a general educational session. You don't need to bring any paperwork or bank statements to the workshop.
Should my spouse attend too?
We highly recommend it. Since estate planning affects your entire family, it's best if both decision-makers hear the information firsthand.
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