What is Ladies’ Estate Planning Tea®

We are a consulting and training company that helps attorneys, financial advisors, and nonprofit leaders grow their businesses and pipelines. We have helpful resources, coaching sessions, workshops, and trainings. Ladies’ Estate Planning Tea® can inspire, inform, and empower you to put a plan in place to help you serve your clients or donors as trillions are in motion with the Great Wealth transfer.

Ladies

Let’s gather around these ideas: family, career, faith, health, finances, and charitable giving. Whether we join you at a fancy hat gathering, denim and pearls celebration, gloves and heels party, women’s retreat, work event, or a tea for two occasion, we are ready to meet for a purpose.

Estate and Philanthropy Coach

Contact us for coaching and workshop information. 

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Ladies’ Estate Planning Tea®

While Ladies’ Estate Planning Tea® can’t create your estate plan, we can shed light on the importance of estate planning for you, your family, your favorite causes, schools, and faith based organizations. We gather to chat as mothers, wives, sisters, daughters, aunts, godmothers, volunteers, sorority sisters, social club members, and ladies with an openness to creating a legacy. We lighten up the topic by having vibrant conversations and activities that inspire, inform, and empower.

Ladies’ Estate Planning Tea® and its affiliates do not provide tax, legal, or financial advice. Consult with your own tax, legal, and financial advisors about your particular situation, and before taking any action that may have legal, financial or tax consequences. Your estate plan should be prepared by an estate planning attorney who is licensed to practice law in your state.