LIVE ONLINE

ESTATE PLANNING WORKSHOPS

We provide free educational estate planning workshops to the public. These workshops are meant to introduce you to the basics of estate planning. 

Our workshops cover the following topics:

  • Wills

  • Living Trusts

  • How to plan for possible incapacity

  • Health care documents

  • Issues with HIPAA and how to handle them

  • Estate taxes

  • How to control distributions to your beneficiaries

All workshops are FREE to attend and all attendees will receive a FREE one hour telephone or Zoom initial consultation to go over their own estate planning questions and concerns!

Upcoming Events

  • "A Will is Not Enough" Online Workshop - Hosted by Hillsboro Public Library
    "A Will is Not Enough" Online Workshop - Hosted by Hillsboro Public Library
    Online Event
    Nov 01, 6:30 PM – 8:00 PM
    Online Event
    In this program, you will receive practical advice on how to safeguard your assets and health care wishes during and after your lifetime. You will also acquire up to date knowledge about wills, living trusts, health care documents, issues regarding guardianship, conservatorship and Power of Attorney
  •  "Estate Planning for Families with Young Children" - Live Zoom Webinar Hosted by Hillsboro Public Library
    "Estate Planning for Families with Young Children" - Live Zoom Webinar Hosted by Hillsboro Public Library
    https://wccls.bibliocommons.com/events
    Nov 17, 6:30 PM – 8:00 PM
    https://wccls.bibliocommons.com/events
    During this program we will discuss why it is so important for families with young children to do estate planning and things to think about when choosing a Guardian. To join, copy and paste this link into your browser: https://us02web.zoom.us/j/85704174004?pwd=ZWJDQlVxdWpqZUo3a2EvMTlZc2FWdz09
  • "A Will is Not Enough" Online Workshop - Hosted by Sherwood Public Library
    "A Will is Not Enough" Online Workshop - Hosted by Sherwood Public Library
    Online Event
    Jan 06, 2022, 6:00 PM – 7:30 PM
    Online Event
    Acquire up to date knowledge about wills, living trusts, health care documents, issues regarding guardianship, conservatorship, and power of attorney. This program also gives information on how to avoid probate and what to do when family complications arise.
  • "A Will is Not Enough" In Person Workshop- Hosted by Hillsboro Senior Center
    "A Will is Not Enough" In Person Workshop- Hosted by Hillsboro Senior Center
    Hillsboro Senior Center
    Jan 12, 2022, 1:00 PM – 2:30 PM
    Hillsboro Senior Center, 750 SE 8th Ave, Hillsboro, OR 97123, USA
    Many people do not realize that more is needed than just a simple will. In this program, you will receive practical advice on how to safeguard your assets and health care wishes during and after your lifetime.
  • "Estate Planning & Diminished Capacity" - In Person Event Hosted by the Pioneer Community Center
    "Estate Planning & Diminished Capacity" - In Person Event Hosted by the Pioneer Community Center
    Pioneer Community Center
    Jan 26, 2022, 1:00 PM – 2:30 PM
    Pioneer Community Center, 615 5th St, Oregon City, OR 97045, USA
    How can you plan for possible incapacity? Many people think to create a Will, but that does not cover you in the event you become incapacitated due to an illness or an accident. During this program we will discuss different ways of planning for incapacity and how it can benefit you.
  • "Estate Planning After Divorce" Online workshop hosted by Friendly House
    "Estate Planning After Divorce" Online workshop hosted by Friendly House
    Online Event
    Feb 09, 2022, 2:00 PM – 3:30 PM PST
    Online Event
    In this program we will discuss what documents may need to be looked at following a divorce . You will learn different estate planning strategies that can help you achieve your estate planning goals.
  • "Estate Planning & Diminished Capacity" - Online Event Hosted by Sherwood Public Library
    "Estate Planning & Diminished Capacity" - Online Event Hosted by Sherwood Public Library
    Online Event
    Feb 24, 2022, 6:00 PM – 7:30 PM
    Online Event
    How can you plan for possible incapacity? Many people think to create a Will, but that does not cover you in the event you become incapacitated due to an illness or an accident. During this program we will discuss different ways of planning for incapacity and how it can benefit you.