Wills and Trusts Workshop: Build a Plan That Protects Your Family in 45 Minutes
If you’ve been meaning to get your estate plan done but don’t know where to start, this workshop is for you. Join us on March 25th at 6 pm Central Time for a FREE 45 minute Zoom workshop with Carolyn Dale. She’ll break down the essentials in plain English so you can stop guessing and start planning.
You’ll learn 5 Financial Resolutions that protect your family's future:
• The need for core documents and updating old documents and why it matters
• How to avoid probate problems and family confusion with beneficiary designations
• Think ahead in the event of incapacity
• Avoid the chaos of Court and name guardians
• A plan only works if your family understands it
Included with your registration:
• Workshop materials you can keep
• A $100 gift certificate toward a Peace of Mind Planning Session with Carolyn Dale
• Invite a guest: One additional attendee may join you on Zoom.
Register to Our Workshop Here
Can't Make The Workshop this month?
Schedule a brief meeting here: https://calendly.com/planprotectrelax/attorney-welcome-meeting
Or fill out the form below and we’ll be in touch ASAP to help you start planning with confidence, clarity, and support every step of the way!
IMPORTANT NOTICE: Contacting Dale Law Group, PLLC does NOT create an attorney/client relationship. Attorney, Carolyn Dale does not agree to represent you until a relationship is formally established through a written engagement letter and fee agreement.
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