1
Your Living Trust
Identify what belongs in your trust and establish clear instructions for how your assets should be managed and distributed.
Join us Saturday, October 10. Registration is $149.
Live Virtual Workshop
Presented by Constance Carter
Complete Your Living Trust in One Afternoon.
Stop putting it off. In this guided, three-hour workshop, you will make the decisions, organize the information, and work through the core documents designed to protect your wishes, your assets, and the people you love.
Saturday, October 10
11:00 AM EST
3 Hours
Reserve My Seat for $149
Includes the live workshop, ebook, completion workbook, and preparation checklist.
Constance Carter
Wealth Activist
Wealth Activist
Registration
$149
Live Workshop + Tools
The real cost of waiting
Your family should not have to guess, argue, or ask a court for permission.
A house, bank account, business, life-insurance policy, or investment portfolio can quickly become a source of confusion when your wishes are not properly documented. This workshop helps you replace uncertainty with clear instructions.
What we will work through together
This is not another class you watch and forget.
Come prepared to make decisions and leave with your core estate plan substantially completed, subject to your personal circumstances and state requirements.
2
Trustees and Beneficiaries
Choose who will step in, who will benefit, and how you want your legacy handled when you are no longer able to do it yourself.
3
Power of Attorney and Medical Wishes
Document who can act for you financially and communicate the healthcare decisions you want honored.
4
Funding and Next Steps
Understand the steps required to connect appropriate assets to your trust and keep your plan current.
Everything you need to follow through
Your workshop tools are included.
You will not be expected to figure out what to bring or how to prepare. Before the workshop, you will receive an email with a clear checklist of the information you need to have available.
1
Three-Hour Live Workshop
Work through the process with Constance in real time instead of adding another unfinished task to your list.
2
Living Trust Ebook
Use the included ebook to understand the key decisions and language in plain English.
3
Completion Workbook
Follow the guided workbook during the workshop so your information and decisions stay organized.
4
Preparation Email
Receive a checklist before the training showing exactly what information to gather and have ready.
This workshop is for you if
You have people or property worth protecting.
You own a home or investment property.
You have children or other loved ones who depend on you.
You own a business or income-producing assets.
You have bank, retirement, or investment accounts.
You carry life insurance.
You want your medical and financial wishes documented.
Optional Attorney Review
Extra confidence after the workshop
Get access to an independent attorney at an exclusive participant rate.
After the workshop, participants will have the opportunity to connect with an independent attorney who can review their completed trust documents at a significantly reduced rate available to workshop attendees.
Please note: Attorney review is optional, provided separately, and is not included in the workshop registration fee. Any attorney-client relationship and legal fees are arranged directly with the attorney.
October 10, 2026
You have talked about doing it long enough. Let’s get it done.
Protecting your family is not only about building wealth. It is about leaving clear instructions for what happens to that wealth and who has the authority to act when you cannot.
Workshop registration
$149
Includes the live workshop and preparation tools.
- Three-hour live virtual workshop
- Living trust ebook
- Guided completion workbook
- Preparation checklist by email
Live virtual workshop with Constance Carter.
Frequently asked questions
Before you register
Is this workshop legal advice?
No. The workshop provides general educational information and guided document preparation. It does not replace advice from an attorney who has reviewed your individual circumstances.
Will I complete my living trust during the workshop?
The workshop is designed to help you work through and substantially complete your core documents in one afternoon. Complex estates, state-specific issues, and unique family circumstances may require additional help from an attorney.
Is the attorney review included in the $149 registration?
No. Workshop attendees will receive access to an independent attorney at a special reduced rate. The optional review, legal fees, and attorney-client relationship are separate from this workshop.
What should I have ready?
After registering, you will receive a preparation email with a checklist showing exactly what information to gather and have available for the workshop.
What is included with my registration?
Your registration includes the three-hour live virtual workshop, a living trust ebook, a guided completion workbook, and a preparation email with your pre-workshop checklist.