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, modest assets, 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 webinar differs from previous basic drafting webinars in that we will draft the joint trust using the Full Revocable Living Trust.

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.