In this practical, screen-share-based webinar, a WealthCounsel staff member will walk members step-by-step through drafting a basic joint trust for a hypothetical married couple with minor children, retirement accounts, and straightforward planning needs. This session is designed to help newer drafters (or those wanting a refresher) understand the drafting flow, see where key decisions are made, and follow the “why” behind the standard provisions.

This is a foundational drafting class. It is intentionally not advanced, and it will not cover complex customization, sophisticated tax strategies, business planning, special needs planning, blended-family complexities, or other advanced scenarios. If you are looking for higher-level planning or heavy customization, this webinar is not the right fit.

To get the most out of the webinar, participants should come prepared to watch closely. The walk-through is structured like a build: each step relies on the previous step. For that reason, please plan to hold questions until the end, when we will reserve time for Q and A and clarifications.