LegacyWise workshops can be conducted either in-person or remotely via Zoom.  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’ individual screens (notebook, Chromebook, iPad, etc.) which each user answers individually.  This is a web-based system accessible through any device with a web browser.  Individual answers are stored securely and confidentially online as each question progresses.  Group workshops typically take 2-3 hours (1-2 hours for one-on-ones).

Answers to workshop questions are used to populate the users’ documents.  Where possible, plain language principles are deployed so that documents are easy to understand.  After the workshop, the user can review & update answers for 45 days.  Users are encouraged both to execute their documents and complete trust funding steps during that timeframe.