Mention CODE: FALL26 for a $350 discount applied to a LIVING TRUST package.
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Wills & Trusts Attorney Workshop

Build a plan that protects your family in 45 minutes.

Wills and Trusts Workshop presentation

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 September 24th @ 7 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:

  • Free PDF workbook
  • A $100 gift certificate toward a Peace of Mind Planning Session with Carolyn Dale
  • Invite a guest: Ask your spouse or adult child to attend and learn that an estate plan can be streamlined.

Register to Our Workshop Here

Hosted by Carolyn D. Dale

A Free Wills and Trusts Workshop With a Tennessee Attorney

Carolyn D. Dale, founding attorney of Dale Law Group, PLLC, leads this free 45-minute Zoom workshop to introduce estate planning in plain English.

Who the Workshop Is For

The workshop is a low-pressure starting point if you:

  • Do not have a will or trust yet
  • Have older documents and are not sure they still fit your family
  • Are a parent who wants to name guardians for minor children
  • Want to understand the difference between a will and a trust
  • Would like to plan alongside a spouse or adult child

Why Core Documents Matter

Most Tennessee estate plans start with a will or trust, a durable financial power of attorney, and a healthcare power of attorney or advance directive. Beneficiary designations on life insurance and retirement accounts also need to match the plan, or assets may pass to someone you did not intend.

From Workshop to a Plan With Your Lawyer

A workshop provides general education, not legal advice for your situation. If you are ready for a personalized plan afterward, you can meet with Carolyn to discuss your family and goals. Representation begins only after a written engagement letter and fee agreement.