<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1322379465513897&amp;ev=PageView&amp;noscript=1">

Free Estate Planning Masterclass

Ali

Let’s Learn How to Protect What Matters using Trusts, Wills & Estate Planning

Protect your assets, keep your loved ones out of court and conflict, don’t leave behind a mess.

Tuesday April 8th - 7pm PT

Can’t make it live? Register anyway and we’ll send the recording! 

 

Masterclass Overview

Your Estate Plan Is Too Important to Get Wrong. Let Us Ensure You Get It Right.

In this free educational class, lawyer, author, entrepreneur and mom, Ali Katz, will reveal everything she’s discovered about how to ensure you don’t leave your family with a big mess, or a failed estate plan, in the event of your incapacity or death. Whether you're just starting to think about wills and trusts, or you've already created a plan and want to make sure it won’t fail the people you love, this free online training with Ali will help you understand:

  • Why your will and/or trust is likely to fail (even if you created it with a lawyer), and what you need to do to make sure your estate plan doesn’t leave behind a mess for the people you love.
  • How to protect your assets, keep your loved ones out of court, and leave the people you love with a gift of true care by making sure they know how to find what you have, and what to do with it.
  • The truth about wills & trusts—how to know what you need, even if you don’t feel “wealthy”, when to DIY your own, how to do it, and what you need a lawyer to handle
  • What you should pay for estate planning, and how to get the most affordable, effective plan that will work, and not fail the people you love
  • The 6 most common mistakes most parents (and their lawyers!) make when it comes to planning for the care of minor kids, and the preparation of adult “kids” when it comes to guardianship and inheritance

Why You’ll Want to Attend

In This Free Online Class with Ali Katz, We’ll Reveal:

The Cost of Failed Planning

Even if you have a will or trust, your plan can still fail—and your loved ones pay the price. Failed planning drags things out, exposes your family’s private matters, and piles stress on the people you love most.

Trust & Will Truths

Learn exactly when to use a Will, a Trust, or both—and get ‘eyes wide open’ to the costly myths that leave families exposed, broke, and blindsided when it’s too late to fix it.

What You Should Pay

Find out what estate planning really costs—and how to get it done right with no hidden fees, no surprises, and no hourly billing. See how our flat-rate pricing saves you stress, money, and regret.

Personal Note From Ali

Ali

Ali Sign

Ali Katz
Founder, Personal Family Lawyer

If you’ve made it this far, that tells me you truly care about doing the right thing for yourself and  the people you love. And that’s exactly why I created this masterclass.

Most people think having a will or a trust means they’ve got it covered. But the heartbreaking truth is, even with legal documents in place, plans fail all the time. It happened in my own family and I’m a “1st in my law school class” graduate from Georgetown Law. But, like so many lawyers, I didn’t know enough to protect my own family, until I learned the hard way.

Families get stuck in court. Private matters become public. Hours of your loved ones' lives are eaten away dealing with bureaucracy from the mess you left.  Sleepless nights, heavy stress, and unexpected costs pile up—right when your loved ones are grieving and need support the most. It doesn’t have to be that way.

Even if you’ve already worked with a lawyer, chances are no one has walked you through what really matters—how to make sure you have a plan that will work, and won’t fail your family, when they need it. That’s what we’ll cover together during my masterclass, so you can evaluate your current plan, or get started on the planning you’ve been putting off. 

You’ll also hear the truth about trusts—especially the part most people never hear. Trusts aren’t just for the wealthy. They’re for anyone who wants to make life easier for their family. A simple revocable living trust can save the people you love time, money, and a whole lot of heartache. I’ll show you why wills alone just don’t cut it, and how every family—regardless of your assets—can benefit from having the right plan in place. 

Plus, if you are leaving behind something a bit more substantial, I’ll share exactly how to protect it with airtight asset protection that your children and grandchildren will be thanking you for many years from now. If you are expecting to receive any size inheritance, you cannot miss this because once your parents die, it will be too late, and you’ll lose the opportunity for massively valuable protections only they can give you.

And when it comes to pricing? I believe estate planning fees should be transparent, understandable, and empowering—not confusing or filled with surprises. I’ll walk you through exactly what you can expect, what it should cost, and why flat fees that you choose actually protect you and your family far better than traditional hourly billing.

This isn’t just an online class. It’s a chance to finally understand what you need to do to for yourself and the people you love - and you’ll walk away feeling confident that you can do it right. 

I truly hope to see you there.

Have Questions? We’ve Got Answers!

Is this masterclass really free?

Yes! There’s no cost to attend. Ali will be offering valuable information and guidance at no cost to help you make the best decisions for your family.

Do I need to have a large estate to benefit from this masterclass?

Absolutely not! We all have an estate of some kind, and this masterclass is for you if you are ready to learn the truth about the right kind of estate plan for you, regardless of how much money you have. Of course, if you do have assets that you want to be left to the people you love, in the way you want, you’ll benefit greatly from this training because you’ll leave knowing exactly what to do.

How long is the masterclass?

60 Minutes. We’ll give you the essential information you need, efficiently, so you can take the best next steps for you and the people you love.

How do I attend the masterclass?

It’s easy! Once you register, you’ll receive a confirmation email with a link to join. You can attend from anywhere on your phone, tablet, or computer.

Can I invite others to join?

Yes! If you have friends and loved ones who are also interested in estate planning, share this page with them so they can register themselves for free as well.

Will there be a recording?

Yes! If you are unable to attend, register anyway and we will send out the recording. However, most people never watch recordings, so if you’re interested in the topic we highly recommend you get it on your calendar and attend live so you can ask Questions.

Is this class education only, or will solutions and services be offered?

Solutions will be offered. At the end of the training, Ali will provide very specific solutions so you can either DIY your own estate plan with your “eyes wide open” OR work with a lawyer vetted and trained by Ali directly.