Free Live Webinar: Estate Planning Roadmap Series
Wills, Powers of Attorney, Trusts, and Advanced Planning Topics
Join AH&M for a free 6-part educational webinar program designed to help individuals and families better understand key estate planning documents, decisions, and planning topics.
Register to receive the Estate Planning Starter Checklist. Attend any live session and receive the full Estate Planning Roadmap Guide as a gift for your family.
After you register, important webinar information will be sent to your email.
Practical Education
Understand wills, powers of attorney, trusts, and advanced planning topics in plain English.
Live Zoom Sessions
Attend live, follow the presentation in real time, and submit general questions during the webinar.
Free Resources
Register to receive the Starter Checklist. Attend any live session to receive the full Roadmap Guide.
Register for the Estate Planning Roadmap Webinar Series
After you register, important webinar information will be sent to your email, including:
- Confirmation details
- Zoom access information
- Calendar information
- Session reminders
- Updates about upcoming classes
- The Estate Planning Starter Checklist
- Information about the Roadmap Guide for live attendees
Please use an email address you check regularly so you receive webinar details, reminders, and updates about each session.
Webinar Series Calendar
Each session is designed to be useful on its own. Join the topic most relevant to you, or attend multiple sessions to understand how the full estate planning roadmap connects.
Live on Zoom
Session 1: Wills Explained
What a Will Does and What It Does Not Do
Learn what a will can do, what it does not control, and how it fits into a larger estate plan.Live on Zoom
Session 2: Powers of Attorney Explained
Financial and Medical Authority
Learn how financial and medical powers of attorney work and why these documents matter before they are needed.Live on Zoom
Session 3: Trusts Explained
The Trust Relationship and Revocable vs. Irrevocable Trusts
Understand trust structure, the roles involved, and how revocable and irrevocable trusts differ.Live on Zoom
Session 4: Advanced Wills
When a Basic Will May Not Be Enough
Explore planning situations involving family structure, minor children, real estate, and outdated documents.Live on Zoom
Session 5: Advanced Powers of Attorney
Expanded Authority and Decision-Making
Learn about agent responsibilities, medical decision-making, elder law considerations, and choosing the right person.Live on Zoom
Session 6: Advanced Trusts
Asset Protection and Specialty Trust Planning
Review asset protection considerations, specialty trusts, long-term care connections, and trust updates.What You Will Learn
The program helps attendees understand important estate planning topics before decisions become urgent.
Wills
Learn what a will does, what it does not control, and when it may need to be reviewed or updated.
Powers of Attorney
Understand how financial and healthcare authority may help if someone cannot act for themselves.
Trusts
Learn what trusts are, how they are structured, and how revocable and irrevocable trusts differ.
Advanced Planning Topics
Explore more complex considerations involving family structure, real estate, business interests, and long-term care.
Family Decision-Making
Understand why choosing the right decision-makers can be as important as preparing the right documents.
Planning Questions
Identify questions to consider before creating, reviewing, or updating an estate plan.
Why Join Live?
Recordings will be available on AH&M's website after each session, but attending live lets you follow the presentation in real time, submit general questions, and hear additional explanations from the presenter.
Live attendees will also receive the full Estate Planning Roadmap Guide as a gift for their family.
Join the First Live SessionFree Resources for You and Your Family
Estate Planning Starter Checklist
Sent after registration.
A simple checklist to help you organize important information and next steps.
Register and Receive the Starter Checklist
Estate Planning Roadmap Guide
Sent to live attendees.
A comprehensive guide that summarizes the full 6-part program for your family.
Attend Live to Receive the Roadmap GuideWho Should Attend?
- Individuals and families who want to better understand estate planning
- People who do not have estate planning documents yet
- People who have older documents and want to understand what may need review
- Adult children helping parents think through planning questions
- Families interested in wills, powers of attorney, or trusts
- Individuals with real estate, business interests, blended families, or more complex planning questions
- Anyone who wants to learn before taking the next step
Join One Session or Follow the Full Roadmap
Each session is useful on its own, but attending multiple sessions gives you a stronger understanding of how the topics connect and how foundational planning leads to advanced considerations.
Have a Specific Situation You Would Like to Discuss?
This webinar program is designed for general educational purposes. If you have a specific estate planning question, family situation, document concern, or planning need, contact AH&M to speak with an attorney.