Events
FREE WEBINAR –
Take Control of Your Legacy: Estate Planning From Now to When
Most people know they need an estate plan, but few know where to start. Estate planning isn’t just about what happens when you’re gone—it’s about protecting your loved ones, your values, and your peace of mind right now.
In this empowering one-hour workshop, you will learn key information to help you take control of your future. Learn how to protect your loved ones, your assets, and yourself. You’ll leave with clarity, confidence, and your next steps to start building (or strengthening) your legacy.
LUNCH & LEGACY SEMINAR –
Take Control of Your Legacy: Estate Planning From Now to When
Join us for an engaging conversation about estate planning—what it is, why it matters now, and how it can protect both your family and your hard work. Whether you’re just getting started, have young kids, own a business, or simply want peace of mind, this session will give you the tools to start building and protecting your legacy.
Click below to register. The info you provide in the registration form will allow us to prepare for lunch and potential follow-up.
Refinery 46
2201 E. 46th St. Indianapolis, IN 46025
Accessibility Notice
The seminar space includes a flight of stairs and does not have an elevator. If stairs are a barrier, please let us know below — we can offer a virtual participation link or alternate arrangement.
October 28, 2025
11:30 am-1:30pm
Last Registration - October 27th at 6pm
November 17, 2025
11:30 am-1:30pm
Last Registration - November 16th at 6pm
Coffee Meet & Greets – Drinks on Me!
Whether you’re just starting adulthood or building a lasting legacy, I have a package that makes the law an accessible tool for you.
Pull up a chair and let’s talk legacy over coffee.
I’ll be spending time in local shops and would love for you to stop by.
What You'll Get
- A friendly, judgment-free conversation about your estate planning questions
- Tips on protecting your kids, your parents, your home, or simply your peace of mind
- Guidance on what documents every adult should have
- The first 3 visitors get their drink on me!
Upcoming Locations
- October 21 – Tea and Talk, Estate Planning Awareness Week
Available Offers
New Adult Essentials Package (Ages 18–26)
Turning 18 is a big milestone — and it also means your parents can no longer automatically make medical or financial decisions for you in an emergency. Every young adult should have three essential legal documents in place: a Healthcare Power of Attorney, a Financial Power of Attorney, and a Living Will/Advance Directive.
This package includes:
- A consultation session to explain each document and answer questions
- Attorney review of all documents
- Notarization and instructions on proper use
- Digital access to your completed documents
- An emergency contact wallet card
Take the first step toward independence and peace of mind for you and your family.
$350.00 Flat Fee
Book your session directly here and secure your payment at scheduling.
Wills & Trusts Planning Packages
I offer full-service estate planning to define, protect, and maintain your legacy.
Your planning package may include:
- Comprehensive no-judgment consultation to assess your goals
- Customized Will or Revocable Living Trust
- Powers of Attorney & Advance Directives
- Attorney review and legal guidance throughout
- Notarization and signing support
- Ongoing digital access to your documents
- Peace of mind knowing your loved ones and assets are protected
Schedule a Peace of Mind Planning Session to explore the best option for you.
Why Act Now?
Estate planning shouldn't be something we avoid— it’s about empowerment and clarity. Taking control of what we can control. Whether you’re just turning 18, a parent protecting your kids, or someone building a financial legacy, these packages help ensure your wishes are respected.
317-283-9642
Disclaimer: The Information You Obtain At This Site Is Not, Nor Is It Intended To Be, Legal Advice. You Should Consult An Attorney For Advice Regarding Your Individual Situation.