Future Ready: An Estate Planning Workshop

Are you unsure where to start with planning for the future? Are you wondering which documents you actually need and what they do? Are you trying to make choices that protect the people who depend on you? Are you feeling the pressure to “get your affairs in order” but don’t want to make a wrong move?

When life feels fast and unpredictable, having a clear plan can make everything feel more manageable. The Future Ready Workshop is designed to simplify estate planning so you can take meaningful steps without overwhelm.

In this session, we’ll break down the essential documents every adult should have, how they work, and why they matter. You’ll learn the purpose of wills, powers of attorney, advance directives, and beneficiary designations, and how these pieces come together to support your loved ones when they need it most.

You’ll have time with an attorney to understand the legal impact of each document, learn how to align your plan with your personal values, and identify practical next steps you can take right away. If you’ve been putting this off because it feels complicated or heavy, this workshop gives you a grounded, accessible starting point.

This is your opportunity to get organized, gain clarity, and build a plan that protects your priorities and brings you peace of mind.

Who is this for? Anyone who wants to make thoughtful decisions about their future, whether they’re setting up their first estate plan or updating an existing one.

Also check out other Workshops in Dallas.