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Why we made this workshop
Every week, David meets families who were told to set up a trust they never needed, and families who skipped one and left their kids stuck in probate.
So he brought an estate attorney on camera to answer it honestly: who actually needs a trust, and who doesn’t. That answer opens the hour. The rest covers the parts of an inheritance plan most families never get to.
Three things you’ll walk away knowing
The trust trap: why so many people are told to set one up, and who actually needs it.
The quiet documents: simple paperwork that does much of what people think only a trust can do.
The probate triggers: the three things that pull a family into probate, often without anyone realizing it.
The trust question is just the start
David and Sean answer it in the first stretch of the hour. Then they walk the complete inheritance plan, the same three steps we use with our own clients:
Every account, every beneficiary designation, even the passwords. If something happened tomorrow, could your family find what they need?
Wills, trusts, and powers of attorney: what happens when you pass, and who steps in if you can’t manage things yourself. Plus the most common mistake of all, a trust that was never funded.
Strategies to keep your money from running out before you run out of time, so there is something left for the people you love.
Your presenters
25+ years helping Arizona and Nevada families plan for retirement. He asks the questions real families ask.
An Arizona estate attorney who explains wills, trusts, and probate in plain English.
Common questions
Do I really need a trust?
Not everyone does. Many families are told they need a trust when a will, the right beneficiary designations, and proper ownership would accomplish the same goals. The workshop walks through who actually benefits from a trust and who doesn’t, with an estate attorney explaining the real differences.
Is the whole workshop about trusts?
No. The trust question opens the workshop, and then it keeps going: how to organize what you have so your family can find it (Prepare), the legal documents that put your wishes in writing, including if you become unable to manage things yourself (Protect), and strategies to make your money last as long as you do (Preserve).
How much does the workshop cost?
The workshop is provided at no cost to you. It’s educational, with no obligation and no sales pitch.
What’s the difference between a will and a trust?
A will directs where your assets go and usually passes through probate. A trust can hold assets and pass them outside of probate, often with more privacy and control. Which one fits depends on your assets, your family, and your goals. We cover both in plain language.
Is this legal or tax advice?
No. The workshop is educational and general in nature. For advice specific to your situation, consult a qualified estate attorney and tax professional.
This was never really about paperwork.
It’s about the home you worked for and the family you love. Get this part right, and the people you care about are taken care of, exactly the way you intended.
Reserve My SeatReady to do the work, not just learn it?
The workshop shows you the map. The Beneficiary Box™ program walks it with you: four private sessions with David Schaeffer, starting with the Prepare stage, until every account, document, and instruction is organized in one place your family can find.
See the Beneficiary Box Program →