Estate Planning Events in Utah

Our estate planning classes and seminars make complex choices simple, so your family stays out of court and out of conflict. Join us online or in person to learn in plain language, ask questions, and leave with clear next steps and a plan that works.

Upcoming Events

More events coming soon! Stay tuned so you don't miss any of our upcoming workshops and seminars.

Book Klea For A Presentation

I love educating people about how estate planning can help protect the people and things that are the most important.

We will not share, rent, or sell your info. Privacy is important to us too.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Speaking Engagements - Online or In-Person

Ask Klea to speak at your local business or your next group event. Choose the topic that works best for you:

Kids Protection Plan Presentation

Guardian Nomination Workshop

Asset Protection Planning

Special Needs Planning

Something Special For Your Group? Just Ask!

Estate & Legacy Planning for Peace and Protection

Our estate planning classes and webinars make complex choices simple — so your family stays out of court and out of conflict. Join us online to learn in plain language, ask questions, and leave with clear next steps and a plan that works.

Reserve Your Free SpotExplore Workshops
Trusted by 100+ families
Live online sessions
Plain-language guidance
Why Attend

Estate planning is one of the most loving things you can do for your family.

Most families avoid estate planning because it feels overwhelming, confusing, or final. Our sessions are different. We replace legal jargon with clarity, and turn fear into a calm, confident plan. Whether you're starting from scratch or revisiting an old will, you'll leave knowing exactly what to do next — and why it matters.

Free Webinar

On-Demand Webinar: Life & Legacy Planning

Learn how to keep your loved ones out of court and out of conflict with Klea’s free on-demand Life & Legacy Planning class. In this short presentation, you’ll discover the essential tools every family needs, how to prepare clear instructions, and the simple steps to create a plan that truly works in real life.

Watch at your own pace, understand your options in plain language, and take the first step toward peace of mind.

60 minutes
Live online

What you'll learn:

Will vs. Trust: What's the Difference and Why It Matters

Why Most Estate Plans Don't Work

How to keep your family out of probate court

The simple next steps to protect your loved ones

Reserve Your Free Spot

Continue Your Journey

Start with our free foundational webinar, then continue with a deeper, more personalized strategy designed around your family, your values, and the legacy you want to leave.

Advanced Session · Webinar

Legacy Alignment Pathway

A deeper, more strategic session designed to align your estate plan with your long-term goals, family dynamics, and legacy vision. We move beyond documents to focus on the relationships, values, and conversations that make a plan truly work.

Please Note

Access to this session requires an active Membership (Legacy or Harmony tiers) and an additional enrollment.

Reserve Your Free Spot

Explore Our Educational Workshops

A curated library of presentations across four pillars of legacy planning. Available for individuals, organizations, and group events — online or in-person.

Estate & Legacy Planning for Peace and Protection

Foundational knowledge to help every family build a plan that actually works.

Estate and Legacy Planning: How to Keep Your Family Out of Court and Conflict

Don't Fail Your Loved Ones: Why Most Estate Plans Don't Work

Will vs. Trust: What's the Difference and Why It Matters

The 6 Phases of Trust Administration: What They Are and Why They Matter

Estate Planning Bingo: A fun and engaging way to learn estate terms

Join Waitlist →

Empowering Fiduciaries & Family Advocates

Tools and clarity for the people entrusted with carrying out a family's wishes.

Master the Role of Power of Attorney or Trustee (Advocates Academy Series)

How to Safely Turn Over Your Health or Financial Decisions to a Family Member or Fiduciary

Future-Ready Caregiving: Practical Tools and Legal Essentials

Join Waitlist →

Purpose-Driven Planning & Relationship-Centered Education

Move beyond paperwork to plans rooted in values, communication, and connection.

FamilyCare Academy: Infusing Purpose Into Estate Planning — Transforming Conflict into Connection

FamilyCare Academy: Meaningful Healthcare Conversations — Preparing Your Advocates and Agents

FamilyCare Academy: Communication — The #1 Tool for Family Connection

Join Waitlist →

Next-Generation & Emerging Adult Planning

Empower young adults and young families with the basics of protecting what matters.

Adulting 101: Estate & Kids Protection Planning for Young Families

Join Waitlist →

Planning Brings Peace

Facing the future can feel heavy, but it doesn’t have to. I’ve walked many families through the same worries you may be carrying right now, confusion, conflict, or uncertainty about what comes next. Together, we can turn those worries into a plan that protects your loved ones and brings you peace of mind.

Book a Call

From Our Blog

View all
Estate Planning & Legacy Strategies
May 13, 2026

Special Needs Trusts in Utah: How to Leave Support Without Jeopardizing Benefits

Learn how a Utah special needs trust can protect SSI and Medicaid while providing support, plus key steps families can take now.
Read more
Estate Planning & Legacy Strategies
April 17, 2026

Your Family Mission Statement: The Legacy Tool Most Utah Families Skip

A simple guide to writing a family mission statement that preserves values, reduces conflict, and strengthens your Utah legacy planning.
Read more
Estate Planning & Legacy Strategies
April 13, 2026

One Death, One Courtroom, One Child – and a Lesson Every Parent Needs to Hear

A Michigan court case shows what happens when a parent dies and no one thought to plan for it. The child had a chronic medical condition, a contentious custody history, and relatives scrambling to get legal authority just to manage her care. The court battle that followed could have gone very differently without years of documented evidence. Here's what every parent needs to know before something like this happens to their family. Read more…
Read more
View all

Stay Connected, Stay Informed

Estate planning isn’t something you do once and forget. Our monthly newsletter shares practical tips, updates on the law, and encouragement to help you keep your plan, and your peace of mind, up to date.
By clicking Sign Up you're confirming that you agree with our Terms and Conditions.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
PreferencesDenyAccept