Complimentary Online Estate
Planning Workshop
Learn how to protect your home, savings, investments, and family from probate — while avoiding the costly mistakes that quietly derail many families' plans.
- Live Online Workshop
- Complimentary Registration
- 60 Minutes
- Live Q&A Included
Reserve your seat
Complete the form to save your spot in the next workshop.
During this workshop you'll learn
An honest, clear and accessible walkthrough of what actually protects your family — and what quietly fails.
Why a will alone often isn't enough
Understand what a will actually does — and where it leaves your family exposed to probate court.
How to avoid probate entirely
Learn the private alternative that keeps courts, delays, and public records out of your family's future.
How living trusts actually work
See how a properly structured revocable living trust protects assets and simplifies transfers.
Protection during incapacity
Plan for the years before death — who steps in, who decides, and how your care is funded.
Avoiding unnecessary legal costs
The predictable mistakes that quietly cost families tens of thousands — and how to sidestep them.
Funding your trust correctly
An unfunded trust doesn't work. Learn the exact steps that make your plan enforceable.
Protecting real estate & accounts
How to title your home, brokerage, retirement, and business interests the right way.
The most common estate mistakes
Real stories of what goes wrong — and the small decisions that would have prevented them.
Rodrigo Jimenez
Estate Planning • Legacy Trust Group
Rodrigo Jimenez helps families and business owners build estate plans that actually work when life requires them to — not just sit signed in a drawer. He translates the parts most people find intimidating — estate taxes, liquidity, how inheritance really flows — into plain language and a clear path forward. Rodrigo works alongside your attorney and CPA rather than replacing them, coordinating the whole picture so nothing falls through the cracks. His approach is direct, collaborative, and practical, giving families the confidence that their plan will hold on the day it's finally tested.
- 10+ years in estate planning
- Trust-based planning focus
- 50+ families served
- Educator, not a salesperson
Built for families who want clarity
Everything you need to know
Online via Zoom
Join from anywhere — no travel required.
About 60 minutes
Focused, respectful of your time.
Live Q&A
Ask questions anonymously if you prefer.
Completely complimentary
No cost. No obligation. No pressure.
Why families choose us
Secure Registration
Your information is encrypted and never shared.
Experienced Team
Estate planning attorneys focused exclusively on trust-based planning.
Personalized Planning
Every family is different. We build the plan around yours.
Private Consultation
Optional 1:1 review available after the workshop.
Everything you were going to ask
Details & disclosures
What to expect, and what this is not
- Format
- Live online session, approximately 60 minutes including Q&A. A join link is emailed to you after registration.
- Cost
- Complimentary. There is no admission fee and nothing to purchase.
- Cancellation
- There is no fee, so nothing to refund. To cancel or change your date, reply to your confirmation email.
- Capacity
- Attendance per session is limited to [ONLINE SESSION CAPACITY].
- What you receive
- The educational presentation, live Q&A, and the option — never the obligation — to request a complimentary private review.
- Questions
- accounts@thelegacytrustgroup.com
Important legal information
This workshop and this website provide general educational information only and are not individualized legal, tax, investment, accounting, or financial advice. Attending, registering, or contacting us does not by itself create an attorney-client, fiduciary, advisory, or other professional relationship. Please consult appropriately licensed professionals about your own circumstances. Laws change and information may not remain current. No particular legal, tax, financial, or estate-planning result is promised or guaranteed, and any examples shown are illustrations rather than guarantees of future results.
Full disclaimer · Privacy Policy · Terms of Use · Contact us
Reserve your spot today
Space is limited for each live workshop. Take one hour — protect your family for generations.
Complimentary • No Obligation • Limited Seating