top of page
Business Meeting

First Responder Estate Planning Education Program

Plan Today, Protect Tomorrow—Estate Planning for First Responders

We offer seminars and online lessons to help first responders learn about wills, trusts, estates and how to attain financial success. Classes are available online, in person, or virtually through Zoom. 

Book a class today to learn more about improving your future while protecting your family!

Checking Text on a Document

Wills & Trusts 101: Protecting Your Legacy

This class explains the basics of wills and trusts in a simple, easy-to-understand way. You’ll learn what a will and a trust do, how they help protect your family, and which one might be right for you. We’ll also cover how to make sure your money and property go to the right people and how to avoid long court delays. By the end of the class, you’ll know the first steps to take to make a plan that gives you and your loved ones peace of mind.

Parent and Child Hugging

Choosing a Guardian: Protecting Your Child’s Future

This class will help parents understand how to choose a legal guardian to care for their child if something happens to them. You’ll learn why naming a guardian is important, how to pick the right person, and the steps to make it legal. We’ll also cover common mistakes to avoid and how to make sure your child’s needs are met. By the end of the class, you’ll know how to create a simple plan to protect your child’s future and give yourself peace of mind.

Chess

Asset Protection: Keeping What You’ve Earned Safe

This class will show you how to protect your money, home, and other valuable assets from lawsuits, debts, and other risks. You’ll learn simple strategies to safeguard what you’ve worked hard for, including trusts, insurance, and smart ways to own property. We’ll also cover how to protect your family’s future by making sure your assets go where you want them to. By the end of the class, you’ll know the first steps to take to keep your finances secure.

Brainstorm

Avoiding Probate: Keeping Your Family Out of Court

This class will teach you how to keep your money and property out of the court system after you pass away. You’ll learn what probate is, why it can be expensive and time-consuming, and simple ways to avoid it. We’ll cover tools like trusts, beneficiary designations, and joint ownership to make sure your loved ones get what you leave behind without delays. By the end of the class, you’ll know the first steps to take to protect your family and keep things simple for them.

Available Classes

SIGN UP FOR OUR NEWSLETTER

© 2025 by Chad Brocato. Powered and secured by Wix

bottom of page