Educational Workshop
Begin with the foundational vocabulary, documents, people, and decisions commonly discussed when organizing an estate plan. This series includes 4 lessons of approximately 15-20 minutes each.
Begin with the foundational vocabulary, documents, people, and decisions commonly discussed when organizing an estate plan.
How to use it: Watch the lessons in order when possible. Each video uses native playback controls and does not autoplay. When a Word transcript is available, you can download it to read along or review later.
Approximately 15-20 minutes
Continue through part 01 of the Basic Estate Planning Workshop series. Use the transcript to read along or review the material afterward.
Approximately 15-20 minutes
Continue through part 02 of the Basic Estate Planning Workshop series. Use the transcript to read along or review the material afterward.
Approximately 15-20 minutes
Continue through part 03 of the Basic Estate Planning Workshop series. Use the transcript to read along or review the material afterward.
Approximately 15-20 minutes
Continue through part 04 of the Basic Estate Planning Workshop series. Use the transcript to read along or review the material afterward.
6 lessons
Continue with a more detailed review of planning choices, administration, successor roles, and practical preparation.
Open This Series5 lessons
Explore additional family, property, ownership, beneficiary, and business situations that may require closer coordination.
Open This SeriesReturn to the workshop hub to compare every series and choose what to watch next.
View Workshop HubNote the people, property, company records, decisions, or planning documents you want to discuss. Avoid sending private identification or financial information through ordinary email or public chat.
Review the Corporate Services, Trusts, and Company Recordkeeping pages for intake requirements, service information, and a clear starting point.
Use qualified legal, tax, financial, and other professional advisers when a decision requires advice, interpretation, or representation.