Back to Basics Webinar


12:00 pm - 2:00 pm


Bookings closed

Event Type

Have you ever felt that your understanding of your estate plan is a little fuzzy? Perhaps it has been a few years since you created your trust? If so, this workshop is for you. We will cover a general overview of the living trust and ancillary documents. Our objective is to increase your comfort level with your estate plan and review key concepts as to how your estate plan works. Each participant will be provided with an updated Design Sketch of their current estate plan.


Bookings for this event have closed. Please click on 'View All Upcoming Events' for the next available session.