Most traditional estate planning tools are built around default assumptions like standard family structures, adult children, and predictable paths that rarely reflect the life Childfree people have built. If you’ve put off estate planning because you weren’t sure what to do, you are not alone.
Join Bri Conn, CFP® and Melissa Holcombe, DSW, LCSW for a calm, practical walkthrough of the Childfree Trust System.
In this session, they’ll pull back the curtain on the Childfree Trust Estate Interview. This is the foundational, step-by-step process where your values, healthcare wishes, and legacy goals are captured. You’ll get a clear, behind-the-scenes view of how the platform operates and the specific questions it asks so you can start planning today.
Please note: This session is a live demonstration of how the Childfree Trust System works. Bri and Melissa are financial and social work experts, not attorneys, and will not be providing legal advice.