Workshops
How we help educate
Estate Planning and End of Life Planning can feel overwhelming. The terminology and process of creating or closing an estate is confusing.
For organizations and associations, A Secure Plan, LLC conducts general trainings on Estate and End of Life planning.
Death and Paperwork are inevitable
A Secure Plan, LLC provides workshops which approach the Estate and End of Life Planning as you performing an act of love for your loved ones.
We break down the elements of Estate and End of Life planning; describe the various documents which make up a well-planned estate; discuss tips and tricks that make estate planning easier.
The trainings are 30-60 minutes in length and vary depending on the audience and the information the group wants us to cover. We offer these trainings in-person and virtually.