David has served clients with simple and complex estates for over 20 years. While most of our clients choose concierge planning, we noted that families with young children were underserved. So, in 2020, we introduced First Step Estate Planning to provide essential documents at a more affordable price. In 2024, we took it a step further and launched Workshop Estate Planning where participants can learn key concepts and explore the essential documents for free in a group setting. For workshop participants who decide to go further, we offer special rates on private consultation and drafting for a limited time following the workshop to complete an estate plan.

Workshops have a 10-person minimum and can be booked by separate individuals, friend-groups, or people associated with a particular organization, company, nonprofit, credit union, bank, university, etc. If you have a group, we can create a workshop that fits your schedule. Otherwise, just let us know you’re interested and we’ll let you know when the next workshop is happening.