A free 60-minute live online workshop on wills, trusts & estate planning — in plain English, without the legal jargon, the confusion, or the high cost.
But when it comes to wills, trusts, and estate planning — most families keep putting it off. Here's why.
Wills, trusts, power of attorney, beneficiary designations — the terminology is overwhelming, and no one explains it in plain English.
It's easy to postpone. Life gets busy. But every day without a plan is a day your family isn't protected — and it only takes one unexpected moment to change everything.
You've heard the $3,000–$5,000 quotes and assumed you either overpay or go without. There's a better way — and you'll learn exactly what it looks like in this workshop.
A will? A trust? Both? Healthcare directives? Most families guess — or just pick whatever a friend did. We'll walk through exactly what applies to your situation.
Without the right documents in place, your home — and everything in it — could end up tied up in probate court for months, costing your family thousands.
This is the quiet worry that keeps people up at night. The good news: one clear plan, properly structured, removes all of it — for your family's sake.
These aren't worst-case scenarios. They happen every day — to families exactly like yours.
Without a trust, your estate goes through probate — a public legal process that can take 9–18 months, drain your estate in court costs, and leave your family in limbo. It's entirely avoidable.
Long-term care is expensive. Without the right protective documents and planning strategies in place, a nursing home stay can quickly drain assets that took decades to build — sometimes right down to the legal minimum.
Without written, legally-sound instructions, family members are left guessing — and disagreeing. Disputes over homes, finances, and healthcare decisions are painful, costly, and sadly common. A clear plan eliminates them.
Without healthcare directives and financial power of attorney, even your spouse may struggle to access accounts, make medical decisions, or pay bills if you become incapacitated. These documents take hours to create — and can matter within minutes.
A living trust is the single most powerful tool in estate planning — and the one most families don't have. In this free workshop, you'll learn exactly what it is, how it works, and whether you need one.
Keep your family completely out of probate court — no delays, no public exposure, no court fees.
Protect your home and pass it to your family exactly as you intend — not at the court's discretion.
Put your wishes in legally-binding writing — so your family knows exactly what to do, and when.
Help you get protected without overpaying a $3,000 attorney — through licensed partners who work efficiently and affordably.
Every topic is explained in plain language — so you leave with clarity, not more confusion.
Two Certified Financial Fiduciaries who've helped over 2,000 families across the country build plans that protect the people and things they love most.
James brings a rare combination of military discipline, fiduciary integrity, and genuine care for the families he serves. A decorated Army veteran with nearly a decade of service — including three combat tours — he's spent the years since dedicating himself to helping American families build financial security and leave lasting legacies.
Renée brings warmth, clarity, and deep expertise to every family she works with. As a Certified Financial Fiduciary and experienced business coach, she has a unique ability to cut through complex financial topics and make estate planning feel approachable — even empowering — for the families counting on her guidance.
Most people expect to be sold something. You won't be. Here's what to expect instead.
Every concept is explained in plain language. No legal terms without definitions. No confusing acronyms. Just clear, useful information you can act on.
James and Renée operate as fiduciaries — legally and ethically bound to put your interests first. There's no commission, no upsell, no pressure. Just guidance.
You'll finish this workshop with a clear picture of where you stand, what you need, and what your next step is — without wasting a single minute.
Through a network of licensed attorney partners, families who work with James and Renée get protected efficiently and affordably — without the $3,000+ attorney bill.
Monday, July 13 is coming fast. Every seat reserved is one less family without a plan. Secure yours now — it takes less than two minutes.
Join James Hamilton and Renée Parris for 60 minutes that could protect your family for a lifetime. Completely free. No pressure. No jargon. Just the clarity you've been putting off.
Presented by Forecast Financial Group • 100% Free • No sales pressure
Step 1 of 7
Be honest — this helps us tailor the right information for you.
Step 2 of 7
Select the one that resonates most.
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Your home is likely your most important asset to protect.
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Each property you own needs to be accounted for in your plan.
Step 5 of 7
Select all that apply.
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This helps us understand the best planning approach for your situation.
Step 7 of 7 — Almost there
We'll email you the workshop link and a calendar reminder.