Westerville Estate Planning Seminar

Estate planning isn’t just about documents, it’s about making sure the right decisions are made when you can’t make them yourself. This seminar is designed to walk through the fundamentals of estate planning in a clear, practical, and approachable way.

We’ll cover the purpose and differences between wills and trusts, how powers of attorney and healthcare directives actually work in real life, and the most common mistakes families make when planning is delayed or incomplete. You’ll also learn how estate planning applies at different stages of life, not just “later,” but now.

This is a plain-English conversation, not a sales pitch. The goal is to help you understand your options, ask better questions, and feel more confident about next steps, whether that means taking action soon or simply getting informed.

Join us for an informative evening in a relaxed setting, with time for questions and discussion.