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Wills, Trusts, Beneficiaries & Leaving Something Behind
Legacy planning is not a conversation reserved for the wealthy or the old. It is a conversation for every woman who has assets, dependents, intentions, or simply refuses to let the state decide what happens to what she built. This workshop covers the foundational legal documents every woman needs, explains the difference between wills and trusts, demystifies beneficiary designations, and gives you a clear action plan for protecting your legacy — starting now.
Understand the difference between a will, a revocable living trust, and a pour-over will
Know which documents every adult woman needs: will, DPOA, healthcare directive, beneficiary designations
Understand what happens to your assets if you die without a will (intestate succession)
Identify assets that bypass probate and how to structure them correctly
Know how to title assets for maximum protection and transfer efficiency
Create a complete legacy inventory of all accounts, property, and wishes
Leave with a prioritized legal to-do list and referral resources for next steps
Statistics on women dying intestate. The cost of probate. Real examples of families torn apart by lack of planning.
Last will & testament, revocable living trust, pour-over will, durable power of attorney, healthcare proxy, living will/advance directive — what each does and when you need it.
How assets transfer at death, the role of beneficiary designations (they override your will), proper account titling, and avoiding probate with payable-on-death accounts.
Building your comprehensive legacy document: all accounts, property, digital assets, passwords, wishes, and trusted contacts.
Leaving with a clear prioritized list of legal tasks and how to find the right estate attorney.
The following worksheets are completed during the live session. Preview them below, or download a print-ready PDF of the worksheets only.
Download Worksheets as PDF
Print-ready worksheet packet for this session — for participant use only. © Triverre Institute™. All rights reserved.
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