When most people hear the word “trust,” they picture ultra-wealthy families or something complicated and out of reach.
In reality, a trust can be one of the most useful tools in estate planning—if you know how it works and when to use it.
This free, easy-to-understand workshop is designed to help you figure out whether a trust makes sense for your situation. You’ll learn what a trust actually does, when it’s helpful, and how it can give you more control over your legacy—not less.
Whether you're planning ahead for the first time or looking to update an old plan, this session will help you walk away with more clarity and fewer question marks.
Why Attend This Workshop?
A trust isn’t for everyone—but for some people, it’s the key to keeping things simple, private, and protected.
This event will help you:
- Understand what a trust is and how it works
- Know the difference between a will and a trust—and when you might need both
- See how trusts help families avoid probate and stay out of court
- Learn how trusts can support kids, aging parents, or people with disabilities
- Know what a trustee does and what to think about when choosing one
- Clear up common misconceptions that cause confusion or mistakes
- Decide whether a trust belongs in your plan—and what to do next if it does
What You’ll Learn
We’ll break down the basics of trust planning in a way that’s clear, approachable, and free of legal jargon. You’ll learn:
- What a trust is—and how it’s created and funded
- The difference between revocable and irrevocable trusts
- How a trust can help your family avoid probate and reduce court involvement
- What trustees actually do—and what makes someone a good fit for the role
- How trusts can support children, aging parents, individuals with disabilities, and pets
- When a trust may offer more protection, privacy, or flexibility than a will
- Common myths and misunderstandings about trusts—and what the law really says
You’ll leave with a clearer understanding of whether a trust fits your goals and what to do next if it does.
Who Should Attend:
- Adults who want to protect their family or simplify inheritance
- Parents, blended families, caregivers, and retirees
- People who already have a plan, but want to see if a trust should be part of it
- Anyone who’s curious about how trusts really work—not just what the internet says
Why Now?
Trusts aren’t just about big money—they’re about making sure your plan works the way you want it to.
Without the right structure in place, your family could end up in probate court, stuck in a long legal process, or unsure of what your wishes really were.
This workshop is your chance to get ahead of those problems, understand your options, and feel more confident about the legacy you’re building—whether you’re planning for your children, aging parents, or your own peace of mind.
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.
