Date: Saturday, April 26, 2025

Time: 2PM-5PM

Attire: Afternoon Semi-Formal

Location: A Private Clubhouse in Downtown Boston

Ages: 12+ (sorry, we cannot accommodate littles)

Arrive with a laptop. Stay for a tea party. Leave with a state-specific will, trust, and more secrets of the wealthy!

Bring a friend for a discount! This guided walkthrough of your very own estate plan features philosophy from Oxford, personal finance from Harvard, and practical estate law for average Americans:

• Enjoy an interactive seminar with real estate planning in a fun, feminine format
• Taste traditional afternoon tea, finger sandwiches, and scones (allergies can be accommodated)
• Play educational games with a Granny Wealth Lawyer and Master of Finance
• Learn accessible secrets of the wealthy, from trust funds to family office fundamentals
• Take pretty portraits and make lifelong connections with fellow future grannies! 

Our trusted legal partner provides standardized, up-to-date, state-specific documents for you to fill out as a guided form during this event. Together, we will navigate through the process as educational coaches for the whole group, but not as personal lawyers for any individual. If you need individual counsel, then we will warmly refer to you the best local attorney, especially for following reasons:

• You or your spouse have net worth over $2 million USD or other estate tax liabilities
• You or your spouse have life insurance or other future interests
• You are bound by a nuptial agreement, alimony, or child support
• You intend to bequeath or inherit real estate, foreign assets, or business interests
• You or a beneficiary have special needs, a disability, or elder assisted living requirements
• You or a beneficiary have multiple nationalities or foreign residence
• You have unique conditions or wishes to shelter your beneficiaries from tax and creditors

THIS EVENT IS PURELY EDUCATIONAL TO PROVIDE GENERAL INFORMATION ABOUT OUR STANDARD DOCUMENTS, NOT PERSONALIZED LEGAL ADVICE OR INVESTMENT ADVICE FOR UNIQUE SITUATIONS. If you have any questions pertaining to your unique situation, then our standard curriculum might have answers, but we will gladly refer you to a third-party expert for regulated advice.

THIS EVENT IS INTENDED ONLY FOR U.S. RESIDENTS AND PROPERTY OWNERS, NOT FOR INTERNATIONAL LAW OR FINANCE. If you have any questions pertaining to property or loved ones beyond the 50 United States or DC, then this curriculum might have answers, but we will gladly refer you to a third-party expert for regulated advice.