Name: Estate Planning Workshop-Individual
Brand: The Threaded Pair
Price: 89.00 USD
Availability: InStock

Estate Planning Workshop Series

Practical guidance, trusted professionals, and the tools you need to organize your family's most important information with confidence.

At a Glance

Three Sessions
A simple, step-by-step series designed to help you move from uncertainty to a completed estate plan.
Local Voices
Learn from personal experiences and a trusted local estate planning attorney in a welcoming, supportive setting.
Resource Kit Included
Every participant receives a thoughtfully curated estate planning resource kit filled with practical tools to support your journey.
Registration Required
Space is limited to encourage meaningful discussion and personalized learning. Advance registration is required.

Why This Workshop?

Estate planning often stays on the to-do list because it feels complicated, overwhelming, or simply uncomfortable to begin.

Our goal is to make the process approachable through practical education, guided preparation, and the support of trusted local professionals.

Over the course of three sessions, you'll organize important information, think through key decisions, prepare for meeting with an attorney, and take meaningful steps toward protecting the people you love.

Each household will receive a thoughtfully designed estate planning workbook, a canvas document bag, practical resources, refreshments, and plenty of encouragement along the way.
We'd be honored to help you take the first step.

What You'll Learn

Personal Experience
Sometimes the greatest motivation comes from hearing a real story.
Our special guest will share how the unexpected loss of loved ones without an estate plan affected her family, offering a heartfelt perspective on why planning ahead is one of the greatest gifts we can give the people we love. You'll leave with a clear understanding of what to gather and begin preparing before the next class.
Professional Insight with respected local Estate Attorney, Joe Fairbanks
Once you understand why, it's time to learn how.
Attorney Joe will explain the essential estate planning documents, answer your questions, and help you understand your options. You'll leave feeling informed, confident, and equipped to meet with an attorney to complete your personalized estate plan.
A Celebration of Preparation
You've done the work—now it's time to celebrate.
We'll gather together for a relaxed evening of refreshments, conversation, and encouragement as we celebrate taking an important step toward protecting the people we love. Whether you've already completed your estate plan or are finalizing the last details, you'll leave with greater confidence, peace of mind, and the satisfaction of knowing you've invested in your family's future.

Workshop Schedule

Please plan to attend all three classes.

Class #1: The Why
Thursday, July 23 • 6:30–8:30 PM

Class #2: The How
Thursday, August 6 • 6:30–8:30 PM

Session 3: Celebration & Peace of Mind Gathering (Date selected with attendees)

Our final session will be scheduled after enrollment to give each family time to organize their documents, meet with their attorney, complete any needed paperwork, and implement their estate plan before we celebrate together.

Location:
Ammon, Idaho
(The exact address will be provided after registration.)

Your Registration Includes

Workshop Experience

Three guided workshop sessions
A heartfelt personal story and practical insights from local speakers
Estate planning attorney Q&A
Guidance for preparing for your individual attorney appointment
A celebratory final gathering with charcuterie and refreshments

Take-Home Resources

Curated Estate Planning Resource Kit
Comprehensive workshop workbook
Family document checklists
Guided homework and discussion prompts
Estate planning glossary and reference materials
Planning worksheets and note pages
Canvas workshop tote
A special completion gift

Plus: Guided homework between sessions will help you organize your information, prepare thoughtful questions, and make the most of your time with your attorney—saving valuable appointment time and helping you move through the estate planning process with greater confidence.

Personal Experience. Professional Guidance.

Bringing together the power of a personal story and the expertise of a trusted estate planning attorney, they'll help you understand why estate planning matters, how to prepare, and how to take the next step with confidence.

Joe Fairbank

Joe Fairbank is an experienced estate planning and business attorney at Beard St. Clair Gaffney. He is dedicated to helping families and business owners protect their hard-earned legacies. With over 10 years of legal experience spanning estate planning, probate, guardianships, and business transactions, Joe brings a wealth of real-world knowledge that has helped hundreds of clients secure their assets, plan for the unexpected, and ensure their families and businesses are protected.

When looking for an estate planning attorney, we wanted someone who values people as much as paperwork. Joe came highly recommended, and after working with him, it's easy to see why. He's approachable, responsive, detail-oriented, and committed to providing thoughtful, high-quality legal guidance that helps families prepare with confidence.

We're grateful to partner with Joe and honored to have him guide our community through one of life's most important conversations.

Visit Beard St. Clair Gaffney

Frequently Asked Questions

Do I need to already have a will?

No. This workshop is designed for those who are just getting started as well as those who already have estate planning documents and want to review or update them.

Should my spouse come?

We strongly encourage spouses to attend together whenever possible. Estate planning involves important decisions that are best made as a team, and you'll both benefit from hearing the same information and completing the preparation together.

What if I miss a class?

Because each session builds on the previous one, we encourage participants to attend all three workshops. If you're unable to attend a session, we'll do our best to provide the workbook materials and let you know what was covered.

Is this legal advice?

No. This workshop is designed to provide general education and practical guidance to help you understand the estate planning process. While our workshop is led by a licensed estate planning attorney who will share professional insight and answer general questions, it does not create an attorney-client relationship or replace individualized legal advice. Families with unique circumstances may benefit from scheduling a private consultation.

What should I bring?

Just yourself and a willingness to learn! We'll provide your workbook, curated estate planning resource kit, note-taking supplies, and other workshop materials. Between sessions, you'll complete simple homework to help organize your family's information.

Will my will be complete after these three classes?

Our goal is that you'll leave this workshop with a completed estate plan—or be well on your way to finishing one.

The workshop is designed to help you understand the process, organize your information, prepare for your attorney appointment, and stay accountable through completion. After attending the first two sessions, you'll meet individually with the attorney to receive legal advice tailored to your family's unique circumstances. Our final gathering celebrates your progress and helps you confidently put your plan into action.

What is the third class?

Our final gathering is a celebration of progress and completion.

Between the second and third sessions, you'll meet individually with the attorney to receive legal advice specific to your family's needs and complete your estate planning documents.

At our final class, we'll celebrate what you've accomplished, share encouragement, answer any remaining non-legal questions, and discuss practical next steps for safely storing your documents, keeping your plan updated, and ensuring your loved ones know where to find important information when it matters most.

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The Threaded Pair

Estate Planning Workshop-Individual

$89.00 USD

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