QUESTIONS?
[email protected]
QUESTIONS?
info@TheRetirementInstitute.com
FREE EDUCATIONAL WEBINAR
Protect Everything You've Built - and everyone you love.
Estate planning feels overwhelming when no one has ever shown you how all the pieces fit together.
In this free 90-minute webinar, you’ll see how wills, trusts, powers of attorney, health care directives, beneficiary designations, and account titling work as one connected process—so you can understand your options, ask better questions, and take your next step with confidence.
Free general education. No pressure. No obligation to engage.
Does This Sound Familiar?
You've Been Meaning to Get This Done
You know you need a will, probably even a trust. You've thought about it more times than you can count, but life keeps getting in the way, and another year goes by without it getting done.
You're not sure what you actually need
Will? Trust? Power of attorney? Healthcare directive? Every article you read uses legal jargon you don't fully understand, making it feel impossible to know what's right for your family — or where to even start.
You don't want to leave a mess for your kids
You've worked your whole life for what you have. The last thing you want is for your family to end up fighting over paperwork, stuck in probate court, or facing decisions you could have made for them.
Don't Worry... We Can Help.
During this educational presentation, Certified Financial Fiduciary and Estate Planning Educator, Renee Parris will walk you through everything — in plain English.
Register For Free Today
And join us to learn, in plain English, how estate planning works, the key documents many families need, and how to help ensure your wishes are known and honored.
YOUR EDUCATOR
RENEE PARRIS,
Certified Financial Fiduciary
Renee Parris didn’t set out to become a voice for estate planning education — she became one because she watched too many families fracture under the weight of confusion, probate, and uncertainty simply because they didn’t understand the documents they had signed.
After decades of experience in estate planning, Renee has helped thousands of families navigate the complex intersection of wealth, estate planning, and legacy.
Renee believes that every person deserves to be empowered through relevant and comprehensive education. Her approach replaces intimidating legal jargon with practical, values-based decision-making. She is committed to helping families build resilient plans that protect their assets and preserve their relationships.
FREQUENTLY ASKED QUESTIONS
Who Is This Webinar For?
This webinar is for people who know estate planning matters but feel unsure where to begin, have postponed it because the process feels complicated, or already have documents but are not certain what happened after they were signed.
It may also be useful if you are helping a spouse, parent, or other family member become more organized. You do not need a particular net worth, a particular family structure, or an opinion about which documents you want before attending.
I Already Have a Will or Trust. Will This Still Be Useful?
Yes. Having documents and completing the estate-planning process are not always the same thing.
This webinar will explain the importance of the funding and implementation process, as well as asset titling, beneficiary designation reviews, factual inventories, and implementation follow-through.
Will You Tell Me Whether I Need a Will or a Trust?
This session is designed to provide helpful, general estate planning education. We will discuss the differences between wills and trusts and why some families choose trusts over wills so you can decide what is best for your family.
What Happens After I Register?
After registering, you will receive an immediate confirmation email with your personal webinar access link, session time, and calendar reminder details.
Is There a Cost to Attend?
No, this live educational webinar is completely free to attend with no obligation.
You Don't Need to Have All The Answers - You Just Need to Take The Next Step.
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TRI Estate & Legacy is not a law firm and does not prepare legal documents. Documents are created by you through an attorney-designed platform, or by an independent attorney you engage and pay directly. TRI provides estate planning education, personal and financial organization, coordination, and implementation follow-through. TRI does not practice law, provide legal advice, offer legal opinions, select legal instruments, or select, draft, review, or approve legal documents. No communication with TRI or its team creates an attorney-client relationship. This website and the webinar it describes provide general educational information about how estate planning tools and processes commonly work. They do not provide legal, tax, or investment advice; do not recommend what any individual should do; and are not a substitute for advice from appropriately licensed professionals who understand your circumstances. Laws and requirements vary by state and may change over time.