Is the workshop really free?

Yes. There's no cost to attend, and registering doesn't commit you to anything.

Anyone who wants to understand wills, trusts and beneficiaries in plain English: parents of young children, people caring for aging parents, business owners, or anyone who has never put their wishes in writing. No legal background is needed.

Is this legal advice? Will you write my will?

No. The workshop is general education only. NeoPenn Life Strategies LLC is not a law firm and does not prepare legal documents or give legal advice. Wills, trusts and powers of attorney should be prepared or reviewed by a licensed attorney in your state.

Will I be asked to buy anything?

No. The workshop is educational. If you'd like a one-on-one conversation afterward, you can request one, but that's entirely your choice.

Do I need to bring any documents?

No. Just your questions. If you already have a will, trust or beneficiary forms, it can help to know roughly where they are. The free documents checklist on the tools page can help you get organized.

The workshop is online on Zoom. After you register, the joining link and session details are sent to your email.

How is my information used?

We use your details to manage your registration and send session information. Calls, texts and other marketing messages only go to people who tick the optional consent box. See our Privacy Policy at neopenn.com/privacy-policy.

Free · Online · Educational · No obligation

Wills & Trusts

Protect the people who count on you.

A will or trust isn't only for the wealthy. It's how you say what you want to happen, who should care for your children and who should handle things if you can't. In this free online workshop, we walk through wills, trusts, beneficiaries and powers of attorney in plain English, so you can get organized and have a more informed conversation with an estate attorney.

Know your options. Get organized. Ask better questions.

Reserve your free spot Take the 1-minute check Free tools

A complimentary educational workshop presented by NeoPenn Life Strategies LLC. General education, not legal advice.

A quick self-check · nothing is saved

How prepared is your family?

Answer each question honestly. You'll see which parts of the workshop and which free tools fit your answers.

Upcoming sessions

When and where

What we will explore

Four parts, one practical hour

Part 1Why a Plan MattersWhat can happen without a will · Guardians for children · Common myths

Part 2WillsWhat a will does and doesn't do · Executors · Probate basics · What passes outside a will

Part 3Trusts in Plain EnglishRevocable and irrevocable · Trustees · Funding a trust · Why people consider one

Part 4Protecting the People Who Count on YouBeneficiaries · Powers of attorney · Health-care wishes · Organizing your documents

General education only, not legal advice. Laws vary by state. Full disclosure

Free · Online on Zoom

Join the free workshop

It takes about a minute. We'll email your confirmation and the Zoom link.

Confirmation, Zoom link and reminders by email
Planning with a spouse or family member? You're welcome to join together
Calls and texts only if you tick the optional box

What you submit is sent to NeoPenn Life Strategies LLC to manage your registration. See our Privacy Policy.

Form not showing? Open the registration form ↗ or email [email protected].

To register, email [email protected] with your name and the session you'd like.

Free, no sign-up

Tools that go with the workshop

PrintableDocuments checklistSee what you have, what needs updating and where it's kept. Entries stay in your browser.Open the checklist 5 minutesBeneficiary reviewList your accounts and policies and check who is named on each.Review beneficiaries 6 short chaptersEstate Plan BasicsThe workshop handbook, about five minutes a chapter.Read the handbook

Good to know

Questions before you register

Your workshop organizer

Sreeram Penna

Financial Services Professional · Principal Partner, NeoPenn Life Strategies LLC

As a Principal Partner at NeoPenn Life Strategies LLC, Sreeram helps individuals, families and professionals build greater financial clarity, protection and long-term confidence. Drawing on his training in medicine, he brings a structured, analytical and human-centered perspective to financial services, with an emphasis on education and transparency so people can understand their options and make informed decisions.

For current licensing details, please visit srepen.com/bio.

Reviewed for accuracy November 2026.

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Educational Disclosure: This workshop is provided for general educational purposes only and is not intended to provide individualized investment, legal, tax, or accounting advice. NeoPenn Life Strategies LLC provides insurance and related financial education services. Insurance products and availability vary by state, carrier, eligibility, and individual circumstances. No insurance product is recommended or offered without an appropriate needs assessment. Consult qualified legal, tax, or investment professionals regarding your individual circumstances.

NeoPenn Life Strategies LLC is not a law firm and does not provide legal advice or prepare legal documents. Estate planning laws vary by state. Wills, trusts, powers of attorney and health-care directives should be prepared or reviewed by a licensed attorney in your state. Any third-party service mentioned on this page is offered by that provider under its own terms.