I don’t just write about estate planning, I help people get it done. That’s why I pair the empowerment of A Very Simple Estate Planning Guide with my in-person workshop, “Estate Planning Made Simple.” See below for where to attend, as well as other events I’ll be at.  

“Estate Planning Made Simple”

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This is a great 2 hour workshop for anyone getting starting with estate planning or needing to refine what they already have. Learn all the basics and what estate planning really means for you—without the legal jargon. It will help you understand your options and feel more confident about your decisions.

Topics include: How to get started, essential documents everyone needs, whether a will or trust is right for you, ways to avoid probate, and how to avoid mistakes that cause problems later.

Attendees receive a Free checklist, along with other helpful resources. Additional for-purchase materials are also available, including the book!

This schedule is frequently updated, so check back if you’re not finding a location close to you. To be notified directly of workshops and events as they’re scheduled click here.

2026 Calendar of Events

  • ‍Estate Planning Made Simple 10:00 a.m. to 12:00 p.m. 22560 SW Pine Street, Sherwood, OR Sign-up requested to help with planning Contact the library at 503-625-6688 (Walk-ins will also be welcome)

  • PCC Sylvania Campus ‍ ‍‍Science & Technology Bldg Room number TBA ‍‍ 10:00 a.m. to 12:00 p.m. 12000 SW 49th Ave., Portland Registration Required Link for Registration will be available Mar 4th‍ ‍‍

  • Estate Planning Made Simple 3:00 p.m. to 5:00 p.m. 290 E. Charles St, Mt. Angel, OR Sign-up requested to help with planning Contact the library at 971-370-5040 (Walk-ins will also be welcome)

  • PCC Rock Creek Campus ‍ ‍Bldg 7, Room 114 ‍ ‍ 10:00 a.m. to 12:00 p.m. 17705 NW Springville Rd., Portland Registration Required Registration Link Available Mar 4

  • PCC Cascade Campus ‍ Technology Education Bldg, Rm 217 ‍10:00 a.m. to 12:00 p.m. 705 N. Killingsworth St., Portland Registration Required Registration link available Mar 4

  • PCC SE Campus Mt. Tabor Hall, Room 141 10:00 a.m. to 12:00 p.m. 2305 SE 82nd, Portland Registration Required Registration link available Mar 4

  • ‍Clark College - Gaiser Hall 1933 Fort Vancouver Way, Vancouver, WA 10:00 a.m. to 3:00 p.m. ‍ ‍This is a free event where you can connect with 100+ authors and media creators, shop a variety of great vendors, attend workshops, and even purchase raffle tickets for a chance to win some great prizes. Plus there will be a Kids Activity Tent with face painting and more!

  • Estate Planning Made Simple‍ ‍1:00 p.m. to 3:00 p.m. 201 E. 5th Street, Molalla , OR Sign-up requested to help with planning Call 503-829-2593 (Walk-ins will also be welcome)

  • Estate Planning Made Simple 2:30 p.m. to 4:30 p.m. 382 NE C St, Willamina, OR Sign-up requested to help with planning Call 503-876-6182 (Walk-ins will also be welcome)

Interested in scheduling a workshop? It’s easy and very affordable - you might even qualify for a free event! Whether it’s an overview of the basics or a deeper dive into a specific topic, I’m happy to tailor a session for you. ➡️Contact me to get all the details!

What Others Say About the “Estate Planning Made Simple” Workshop

“Gave me a better understanding of probate.”
“We thought your presentation was excellent and it helped us tremendously!”
“Great speaker and teacher!”
“Made me realize I need to get things taken care of now - I’m 76!”
“I appreciate all the information. Basic and clear!”
“This brought to my attention several considerations I hadn’t thought about.”
“I thoroughly enjoyed your presentation. Easy to understand, you are one of the best speakers we have had.”
“It was motivational to me, which is what I needed. ”
“This was a very engaging presentation!”
“Got me thinking and gave me information to guide me when visiting an attorney.”
“Far exceeded my expectations and I worked as a legal assistant probating wills and writing trusts for four years.”
“I feel a lot more comfortable about facing a lawyer about my will.”
“It was all engaging. I have trouble concentrating and I didn’t have a problem at all during your talk.”
“I thought it was excellent! Just what I was looking for. Thank you!”
“This really personalized the estate planning process.”
“Explained concepts I was confused on. I now feel more prepared setting an appointment with a lawyer.”
“I obtained lots of information I did not know. Thank you!”
“Great update on several things and gives me courage to move ahead.”
“I enjoyed your presentation and feel it was time well spent and worthwhile.”
“Very informative. Thank you!”
“Motivation for getting it done.”
“Made me see a more immediate need to do something!”
“Like the book, the presentation was excellent!”
“It laid out clear steps to plan an estate and motivated me to start planning.”

My workshops keep things simple and relatable, making the topics easy to understand. Everyone walks away learning something new, feeling better informed, and ready to take action!

Employers: Did you know advance care planning can increase the mental well-being of your employees? Contact me to discuss how you can offer this great benefit that will provide peace of mind to your staff and to you.

As a certified instructor through the Oregon Real Estate Agency, I am able to offer 1 credit hour of CE for real estate agents.

Interested in hosting a workshop for your group or organization? Click here to request details.