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Don’t Let Your Estate Plan, Will or Trust Fail the People You Love
Protect your assets, keep your loved ones out of court and conflict, avoid leaving behind a mess.
September 30th at 6pm CT / 7pm ET
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Free Estate Planning Masterclass
Masterclass Overview
Your Estate Plan Is Too Important to Get Wrong. Let Us Ensure You Get It Right.
In this free training, lawyer, author, entrepreneur and mom, Ali Katz, will reveal how to ensure you don’t leave your family with a big, costly 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, 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 honors your decisions and doesn’t leave behind unexpected costs, conflict and chaos for your family.
- 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, how to access it 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, 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.
- 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, She’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 the process out, ignores your wishes, 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 Katz
Founder, Personal Family Lawyer
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.
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.
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.
This isn’t just an online class. It’s a chance to finally understand what you need to do for yourself and the people you love - and you’ll walk away feeling confident that you can do it right.
What People Are Saying
From Overwhelmed to Empowered
Oh, so many things, and I have to tell you, I really loved the webinar. Like, I watched it twice.
~ Marilyn M.
Very interesting and thought provocative session. THANK YOU FOR HIGHLIGHTING MAJOR ISSUES & OPENING UP OPTIONS
~ Lynn
Thank you for your clarity and being so informative. Thank you for your patience.
~ Sonia W.
I feel very taken care of now. Thanks for the clear direction.
~ Mary L.
This was great information! I scheduled my call for this Friday. Thank you!
~ Terra B.
This helps to better understand the options for planning for your family
~ Renee
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?
We do encourage you to attend live so you can get your questions answered and receive Ali’s special Bonus.
If you are unable to attend, register anyway and we will send out the recording for you to watch, for a limited time only.
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.
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?
We do encourage you to attend live so you can get your questions answered and receive Ali’s special Bonus.
If you are unable to attend, register anyway and we will send out the recording for you to watch, for a limited time only.
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.
