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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 FVRL
    "A Will is Not Enough" Online Workshop - Hosted by FVRL
    Online Event
    Aug 11, 5:30 PM – 7:00 PM
    Online Event
    Find out how to safeguard your finances and health care wishes through estate planning. Receive up-to-date knowledge about: -Wills -Living Trusts -Health Care Documents -Issues Regarding Guardianship -Conservatorship -How to Avoid Probate This is a free presentation!
  • "A Will is Not Enough in Oregon" Online Workshop - Hosted by Hollywood Senior Center
    "A Will is Not Enough in Oregon" Online Workshop - Hosted by Hollywood Senior Center
    Online Event
    Aug 12, 1:00 PM – 2:30 PM
    Online Event
    Find out how to safeguard your finances and health care wishes through estate planning. Receive up-to-date knowledge about: -Wills -Living Trusts -Health Care Documents -Issues Regarding Guardianship -Conservatorship -How to Avoid Probate This is a free presentation!
  • "A Will is Not Enough in Oregon" Online Workshop - Hosted by Forest Grove City Library
    "A Will is Not Enough in Oregon" Online Workshop - Hosted by Forest Grove City Library
    Online Event
    Aug 25, 6:00 PM – 7:30 PM
    Online Event
    Find out how to safeguard your finances and health care wishes through estate planning. Receive up-to-date knowledge about: -Wills -Living Trusts -Health Care Documents -Issues Regarding Guardianship -Conservatorship -How to Avoid Probate This is a free presentation!
  • "A Will is Not Enough in Oregon" Online Workshop - Hosted by Cornelius Public Library
    "A Will is Not Enough in Oregon" Online Workshop - Hosted by Cornelius Public Library
    Online Event
    Aug 26, 6:00 PM – 7:30 PM
    Online Event
    Find out how to safeguard your finances and health care wishes through estate planning. Receive up-to-date knowledge about: -Wills -Living Trusts -Health Care Documents -Issues Regarding Guardianship -Conservatorship -How to Avoid Probate This is a free presentation!
  • "Estate Planning & Diminished Capacity" Online Workshop - Hosted by West Linn Library
    "Estate Planning & Diminished Capacity" Online Workshop - Hosted by West Linn Library
    Online Event
    Sep 20, 5:30 PM – 7:00 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.
  • "Estate Planning & Diminished Capacity" - Online Event Hosted by Friendly House
    "Estate Planning & Diminished Capacity" - Online Event Hosted by Friendly House
    Online event
    Oct 06, 2:00 PM – 3:30 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.
  • "Estate Planning & Diminished Capacity" Online Workshop - Hosted by Hollywood Senior Center
    "Estate Planning & Diminished Capacity" Online Workshop - Hosted by Hollywood Senior Center
    Online Event
    Oct 19, 1:00 PM – 2:30 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.
  • "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.