Featured Workshops
How to Settle your Estate without Dying/Helper Training Workshop
Online , United StatesOur workshop regarding how your plan is designed to work if you lose capacity, and after your death. This class is designed for you and your helpers. Learn about some of the important aspects of the transition from independence to dependence and beyond.
Completing Your Asset Review Report
Online , United StatesJoin Lise Solbeck as she takes you step by step to complete your Asset Review Report (ARR). Did you just receive your 3 year letter and need to update your […]
Third Tuesday Titling
Online , United StatesTitling is the bane of successful estate planning. It doesn’t have to be so. Join Lise Solbeck via Zoom for our Third Tuesday Titling Tutorial. These sessions are designed to […]
Legacy Letter Writing
Online , United StatesA legacy letter (also called an “ethical will”) is a written document that allows you to share your life lessons, express your values and transmit your blessings to future generations. A legacy letter is shorter than a memoir, typically just a few pages. Writing one is a rewarding experience that creates an enduring gift for […]
Third Tuesday Titling
Online , United StatesTitling is the bane of successful estate planning. It doesn’t have to be so. Join Lise Solbeck via Zoom for our Third Tuesday Titling Tutorial. These sessions are designed to […]