Getting started with planning your estate is free.

We believe everyone should be educated to make informed decisions for the protection of themselves, their loved ones, and their assets. That is why our process begins with a free local seminar on estate planning.

Schedule Seminar  
Our process

Protect your loved ones in 4 easy steps

Neighborhood seminar
step 01

Neighborhood Seminar

Join our local Managing Attorney for a complimentary, 1-hour legal education seminar that teaches the necessities and importance of estate planning. During this seminar, we demystify the complexities of estate planning and offer valuable insights. All seminars are conveniently located in your neighborhood for you and your loved ones to join.

step 02


During the initial one-on-one consultation, you will meet with our Managing Attorney to explore your background, family dynamics, and aspirations. Based on your specific goals, we will provide you with a transparent flat fee quote for crafting your comprehensive, personalized estate plan.

Consultation session
Planning Session
step 03

Planning Session

Once you have retained our law firm to create your estate plan, you will then meet with your Managing Attorney in a virtual or in-person Planning Session to go through the specifics of your tailored plan. Our team is here to guide you throughout the process, diving into the nitty-gritty details of your estate plan, ensuring we capture every nuance and aspect of your wishes.

step 04

Signing Event

The Signing Event is a special in-person experience that officially documents your arrangements and protects your assets. Leave all the planning up to us, we provide the notary and witnesses and will be there to guide you through the document execution process. Once those signatures are in place, you can breathe easy knowing that you have taken the steps necessary to protect what matters most.

Signing Event


Man listening to professional advice

Is there a minimum income requirement for estate planning?

No, we offer estate planning for everyone, regardless of their wealth. It helps to ensure that your assets are distributed according to your wishes, and it can also include arrangements for healthcare decisions and guardianship for minor children.

Working with a lawyer can be expensive, will you charge me by the hour?

No, at TrustWorks we have a flat fee. We believe in transparent pricing and you'll never pay more than the price you are quoted.

I have a Will, why do I need to do estate planning?

While a Will is a crucial part of estate planning, it may not cover all of your needs. Other important documents such as a Trust, Power of Attorney and Advanced Healthcare Directives should also be included to ensure comprehensive protection and planning.

I have Life Insurance, do I still need to complete an estate plan?

We believe that Life insurance can be a valuable part of your estate plan, however it doesn't replace the need for other documents such as Wills, Trusts, and Healthcare Directives.

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