Read This Before You Register.

This isn't a webinar. It's a working session. And it's not for everyone.

A DIY living trust is the right move if you've already decided you're comfortable using a structured platform to create your documents. If your situation is straightforward, and you'd rather get it handled than keep waiting on the perfect time to call an attorney.

It's not the right move if your situation is complex, if you want personalized legal advice, or if you'd just feel better having a professional walk you through it. That's a completely valid choice. It's just not what this workshop is.

If you're not sure which one you are, that's fine too. One of the best outcomes of this workshop is clarity. By the end you'll either have a draft of your trust ready to review, or you'll know with certainty that you'd rather work with someone one-on-one. Both are wins.

A DIY Living Trust Workshop Just for You

Let's get this done!

You help clients with their paperwork. You talk to attorneys. You see firsthand what happens when someone doesn't have their documents in place.

But your own?

For most notaries, it's the thing that's been sitting on the list for years. Not because it's hard. Because it's uncomfortable. Easy to push off. Easy to "get to later."

So we're doing something simple. We're sitting down together, on Zoom, and getting it done.

This is live, hands-on, with John Clarkson, the founder of EverythingLivingTrusts.com and a retired estate planning attorney.

What You're Signing Up For...

This is a real workshop with real expectations. Before we meet, you'll need to:

• Register as a free affiliate with EverythingLivingTrusts.com. Without this, you don't have access to the platform we're using.
• Use a workshop coupon to unlock your Estate Planning Questionnaire at no cost. No credit card required.
• Start filling out what you can ahead of time. Names of beneficiaries. Decision-makers. A general sense of your assets. Skip what you don't know. We'll handle it together.

This takes about 10 to 15 minutes of prep, and we'll send you everything you need step-by-step once you register.

The people who get the most out of this are the ones who show up already in motion,  who treat this the way they'd want a client to treat an appointment with them.

Why We're Doing This

The documents matter. But that's not actually the win.

The win is what happens after.

You stop thinking about it.

You stop "shoulding" yourself about it.

You stop carrying that low-level stress in the background of every conversation about estate planning you have with a client.

You replace it with: I handled it.

That's peace of mind. And it doesn't come from downloading a template at 11pm. It comes from actually finishing the process.

If this has been sitting on your list, this is your window.

Replay included for registrants. But this works best done live, with the room, with your questions answered as they come up.