Please note, agenda details and times may shift slightly based on the needs of the group.

Monday, February 9, 2026
1:00 PM - 1:30 PM (EST)
Estate Planning Bootcamp - Orientation

 

  • Welcome!
  • Introduction to bootcamp facilitators
  • What to expect from bootcamp
  • Your bootcamp homework
  • Logistics
Wednesday, February 18, 2026
10:30 AM - 6:30 PM (EST)
Estate Planning Bootcamp - Day 1

 

  • Welcome
  • Review of Substantive Law/Wills/Advance Directives
  • Revocable Living Trusts
  • Lunch Break
  • Taxable Estate Discussion
  • Community Property
  • Open Q&A Time
Thursday, February 19, 2026
10:30 AM - 6:30 PM (EST)
Estate Planning Bootcamp - Day 2

 

  • Review of Day 1 and Short Q&A Session
  • Common Assets & How to Plan for Them
  • Ethical Considerations: Application & Best Practices
  • Hypothetical Case Studies and Discussions
Friday, February 20, 2026
10:30 AM - 4:30 PM (EST)
Estate Planning Bootcamp - Day 3

 

  • Review of Day 2 and Short Q&A Session
  • Hypothetical Case Studies and Discussions
  • Process
  • Initial Consultation
  • Pricing
  • Wrap Up
Thursday, February 26, 2026
2:30 PM - 5:00 PM (EST)
Estate Planning Bootcamp - Drafting Session

 

  • Hypothetical Case Study and Discussion