You’ve got a job, bills, maybe even a family. You’re doing the adulting thing.
Still, one important question often goes unasked: What happens if you’re unable to make decisions—or no longer here to care for the people who count on you?
This free workshop is designed for anyone starting to think about grown-up planning—whether that means creating a will or trust, naming a guardian, or figuring out what probate even is.
Getting your estate plan together is a practical way to care for the people you love and stay in control of your future. We’ll walk you through the essentials in a way that’s approachable, empowering, and easy to understand.
Why Attend This Workshop?
Estate planning isn’t just for wealthy retirees—it’s for anyone who wants to:
- Stay in control of their medical and financial decisions
- Make things easier for their family if something unexpected happens
- Choose who gets what (instead of letting the court decide)
- Avoid probate when possible
- Plan for big life transitions like having kids, buying a home, or caring for aging parents
Attendees will leave with a clear understanding of how to start—and what to do next.
What You’ll Learn:
- What estate planning actually is—and why it matters
- The key documents you need: wills, powers of attorney, living wills, and more
- What probate is (and how to avoid it when possible)
- The difference between wills and trusts—and when each one makes sense
- How to plan for incapacity, parenthood, or caring for loved ones
- What happens if you don’t make a plan
- Basic tax considerations to keep in mind
Who Should Attend:
- You’re in your 30s or 40s and want to protect what you’re building—your home, your kids, your future
- You’ve had a major life change like marriage, divorce, retirement, or the loss of a loved one
- You’re caring for aging parents and realizing how important planning really is
- You’ve been named as someone’s Power of Attorney, Executor, or Trustee and want to know what that actually means
- You made a plan years ago and aren’t sure if it still works the way you need it to
- You’ve put off planning because it felt overwhelming, expensive, or not urgent
- You’ve heard about wills, trusts, and probate but don’t feel confident navigating them
- You want to make things as easy as possible for your family if something unexpected happens
A light lunch will be provided.
Seats are limited—reserve yours today!
This is a free educational event hosted by Heircraft Planning.
Pursuant to Rule 7.2(e) of the Alabama Rules of Professional Conduct: No representation is made that the quality of legal services to be performed is greater than the quality of legal services performed by other lawyers.
