Legacy Blueprint™ Workshop Series
Ready to take the next step? The Legacy Blueprint™ Workshop provides a guided walkthrough
Available spots
Service Description
This multi-session training helps participants organize their documents, understand trust structures, and prepare their families with clear instructions. Workshop topics include: • Understanding probate and why it happens • Organizing family information and assets • Understanding trust roles and responsibilities • Funding a trust properly • Trustee guidance and family communication Participants receive step-by-step support to help them complete their Legacy Blueprint system with confidence.
Upcoming Sessions
Cancellation Policy
Email: contact@kjpta.com within 24 hours to cancel or reschedule. We will wait 10 minutes for participate to arrive in the zoom meeting. If there is a No-show you will be rescheduled for another date and time. If you are scheduled please be available 10 minutes before in the case of a prior client no show, your appointment may be moved up earlier. There are NO REFUNDS.
Contact Details
8834 34 Rd, Cadillac, Michigan, USA