What is a Trust Party?

A Trust Party is a collaborative approach to estate planning. By learning and planning together, you not only make the process more engaging but also unlock significant savings for everyone involved.

How It Works

1. Gather Your Group — invite family members, friends, or co-workers. A “client” can be a single individual or a couple needing a joint trust.
2. Choose Your Venue — host at home, at our office, or entirely virtually via Zoom. Trust Parties are exclusively hosted on Sundays.
3. Secure Your Legacy — receive the same high-quality, personalized estate planning at a fraction of the cost.

Group Discount Tiers

• Individual — 1 Client — Standard Planning — 15% OFF
• Small Group — 2-4 Clients — Friends & Family — 35% OFF
• Medium Group — 5-9 Clients — Extended Family & Friends — 40% OFF (most popular)
• Large Group — 10+ Clients — Maximum Savings — 50% OFF

Note: 1 Client = a single-person trust or a joint trust. To receive the stated discounts, each person (by headcount) must commit to starting the trust with full payment.

Frequently Asked Questions

Do we all have to be related?

No. Your party can include relatives or unrelated friends, colleagues, neighbors, and extended family — all can join the same party to unlock the discounts.

When can we host a Trust Party?

We exclusively host Trust Parties on Sundays, so we can dedicate ample, uninterrupted time to your group.

Does everyone see my personal information?

Absolutely not. The “party” is only for the initial educational presentation and group Q&A. All planning, drafting, and financial discussions happen in strictly confidential, one-on-one sessions.

How do the meetings work?

We start with a group kickoff (in-person or via Zoom) to cover the foundations, then each client schedules a private design session to customize their specific trust.

Are there any conditions to receive the discount?

Yes — each person (by final headcount) must commit to starting the trust with full payment. That is the only condition.