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Workshop Estate Planning

Workshop Estate Planning

David has served the needs of clients with both simple and complex estates for over 20 years. In 2020, we introduced First Step Estate Planning, which was so well received we took it one step further. In 2024, we launched Workshop Estate Planning where you can learn everything you need to know about basic estate planning and receive your essential documents all within the course of a couple of hours. Get the benefit of group Q&A, and if you have private questions or want to tweak your documents, we offer 25% off our normal hourly rate for 30 days following the workshop.

Workshops have a 10-person minimum and can be booked by separate individuals, friend-groups, or folks associated with specific organizations, such as employees or members of nonprofits, credit unions, banks and universities. Let us know if you have a group, or want to join one.