SERVICES

Ladies

We understand that everyone’s needs are different. That’s why we have created a variety of services, products, and workshops that will cater to your particular needs:

• Our coaching sessions will equip you with action steps, clear goals, and an accountability resource to help you get over the barriers that are holding you back.
• From interactive group workshops to one-on-one coaching sessions, we have something for everyone.
• Our team of experienced professionals is committed to providing you with the most comprehensive resources available.  

Organizations and Advisors

We’re also excited to announce that our on-site trainings are available for your nonprofit or for-profit business:

• We can come your organization for an in-person event (or we can provide services virtually) and provide estate and philanthropy workshops.
• Our workshops and coaching sessions are also available for professional advisors (financial, legal, charitable) as a team training or for a client meeting.
• Our workshops and coaching sessions are also available for nonprofits: advancement teams, development staff, volunteer leadership, and frontline fundraisers.

Resources and Products

We understand that sometimes it’s difficult to attend an in-person event, so we’re also making sure that we provide a number of workshops that are available in an online format. Some of the topics include: 

• Why women need estate planning
• The importance of estate planning and economic wellness for your family
• Being generous through planned gifts

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Ladies’ Estate Planning Tea™

While Ladies’ Estate Planning Tea™ can’t create your estate plan, we can help by shedding 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.