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 business plan or a pipeline growth 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 – to help you grow your business.

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Ladies’ Estate Planning Tea®

While Ladies’ Estate Planning Tea® does not create estate plans, we can shed light on the importance of estate planning clients for your business and legacy giving donors for your organization. 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 charitable estate planning topic by having vibrant conversations and activities that inspire, inform, and empower.

We are in the midst of the Great Wealth Transfer – for the next couple of decades with trillions in motion. And in some cases, women will be double inheritors – from parents and a spouse.

With women leading the transfer of wealth conversation through the next couple of decades, philanthropy will be front and center for many of them – looking to make an impact in their communities and beyond. Prepare your organization for the future of estate planning. We are a consulting and training company that helps attorneys, financial advisors, and nonprofit leaders grow their businesses and pipelines.

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.

Contact us today to get started! Our consultants are ready to help you grow your organization.