LegacyWise workshops can be conducted either in-person or remotely via Zoom.\u00a0 Workshops can be conducted in a group setting (accommodating all size groups) or one-on-one. Workshops step through a series of questions on the users\u2019 individual screens (notebook, Chromebook, iPad, etc.) which each user answers individually.\u00a0 This is a web-based system accessible through any device with a web browser.\u00a0 Individual answers are stored securely and confidentially online as each question progresses.\u00a0 Group workshops typically take 2-3 hours (1-2 hours for one-on-ones).<\/p>\n
Answers to workshop questions are used to populate the users\u2019 documents.\u00a0 Where possible, plain language principles are deployed so that documents are easy to understand.\u00a0 After the workshop, the user can review & update answers for 45 days.\u00a0 Users are encouraged both to execute their documents and complete trust funding steps during that timeframe.<\/p>","protected":false},"excerpt":{"rendered":"
LegacyWise workshops can be conducted either in-person or remotely via Zoom.\u00a0 Workshops can be conducted in a group setting (accommodating all size groups) or one-on-one. Workshops step through a series of questions on the users\u2019 individual screens (notebook, Chromebook, iPad, etc.) which each user answers individually.\u00a0 This is a web-based system accessible through any device […]<\/p>","protected":false},"author":13,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"spay_email":""},"faq_category":[],"yoast_head":"\n