Collection: Estate Organization & End-of-Life Tasks Essentials Workshop
A practical, client-ready workshop financial planners and service providers can offer to help families get organized and prepared.
Offer a client education workshop that helps families get organized while helping you build trust, differentiation, and long-term relationships.
Financial planners and service providers see the same problems again and again. Clients have documents, but not organization. Plans exist, but loved ones still feel lost when something happens.
This workshop gives you a way to address those gaps before they become crises. You offer clients practical guidance they actually use, while reinforcing your role as a trusted, forward-thinking professional.
Available in person or via Zoom.
“Our members LOVED this workshop! It was one of the most practical client education sessions we have hosted. It gave our community tools they could actually use, not just information. They are still talking about it, and more importantly, they are taking action!”
Barbara H. (Founder, Productive Environment Institute)
“We appreciate everything that Adam and his team at Buried In Work have provided us and our members! The presentation was excellent and provided practical solutions that were clear, useful, and directly applicable and not just information.”
Danielle K. (CEO, Iowa Funeral Director Association)
"Thank you for such a wonderful presentation! Very educational and a lot of tools that our clients need as they prepare for the end of life."
Anne L. (National Association of Productivity and Organizing Professionals)
"Adam is so fun to learn from. He’s smart, intuitive and has a great personality. We were so grateful to have him present for the collective and hope to have him back again someday!”
Kacie G. (Founder, Death Doula School)
What This Workshop Covers
Estate planning often leaves people with documents, but not clarity. This workshop focuses on what actually matters when someone needs to step in. What information is important, where it should live, and how to make it usable by the people who will need it.
Instead of legal theory, the session walks through real-life situations and the common breakdowns families face. Missing information. Unclear wishes. Loved ones who are trying to help but do not know where to start.
The goal is straightforward. Reduce confusion. Reduce stress. Help families feel more prepared when it matters most.
What Makes This Different
This is not a legal seminar and it is not a lecture on theory.
The workshop focuses on what actually happens when someone becomes seriously ill or dies, and what families struggle with most in those moments. Organization. Access. Clarity. Next steps.
By addressing those realities directly, the workshop fills a gap that traditional planning often leaves behind.
No prior estate planning knowledge is required for attendees
Who This Workshop Is For
Financial planners and wealth advisors
Offer clients education that strengthens planning outcomes without turning into a sales pitch. This workshop helps clients get organized, understand what information matters, and reduce future confusion that can derail even the best financial plans. It supports smoother reviews, better beneficiary alignment, and fewer surprises when life events occur.
Estate planning and elder law professionals
Complement legal documents with real-world preparedness. This workshop helps clients understand how their plans are used in practice, what families struggle with after documents are signed, and how better organization reduces follow-up issues, misunderstandings, and emotional stress for everyone involved.
Funeral, aftercare, and deathcare providers
Provide proactive education before families are in crisis. This workshop helps people understand what happens before and after a death, what decisions come first, and how preparation reduces overwhelm. It builds trust, positions your organization as a long-term resource, and supports families earlier in the journey.
HR teams and employee benefits leaders
Offer meaningful, human-centered education as part of a broader benefits or wellness strategy. This workshop supports employees facing aging parents, illness, or personal planning needs, and helps reduce stress, absenteeism, and decision fatigue during major life events.
Professional associations and member organizations
Deliver high-value programming members can immediately apply. This workshop works as a standalone educational event or a recurring member benefit, providing practical guidance that applies across professions and life stages while reinforcing your organization’s commitment to real-world professional support.
Turn client education into trust, clarity, & stronger relationships
Why Professionals Offer This Workshop
It strengthens trust without selling
The workshop positions you as proactive and client centered by addressing real problems families face before a crisis occurs.
Because the session is educational rather than promotional, clients experience it as added value, not a pitch. That trust carries forward into future planning conversations, referrals, and retention.
It differentiates your services in a crowded market
Most professionals offer similar documents and advice. Few offer structured education that helps clients actually organize and understand their information.
This workshop gives you a tangible way to stand apart from competitors while reinforcing your expertise and long-term relevance, especially with clients who already have plans in place.
It creates downstream revenue opportunities
Well-informed clients ask better questions and take action sooner. The workshop naturally leads to follow-up planning, document updates, implementation work, and related services without forcing a conversion.
For many professionals, it shortens sales cycles, increases engagement, and deepens existing client relationships rather than relying solely on new client acquisition.
Flexible formats designed to fit your clients and your practice
Workshop Format and Delivery Options
Quick, One-Time Overview Session
A single session designed to introduce the core concepts of estate organization and readiness.
This format works well as a client appreciation event, lunch-and-learn, or introductory workshop. It provides immediate value with minimal time commitment and serves as a natural entry point for follow-up conversations.
Extended Deep-Dive Workshop(s)
A longer, more detailed format designed for clients who want practical, hands-on guidance. The content can be delivered as one extended session or divided into multiple sessions over time.
This flexibility allows you to create deeper engagement, reinforce learning, and maintain ongoing touchpoints with clients while supporting more substantive planning work.
Delivery Options
Available in person or via Zoom.
Pricing and Customization
Pricing depends on format, audience size, and customization.
In-person workshops are priced based on preparation, travel, and session scope.
Workshops can be customized to align with your firm’s services, client demographics, or planning approach. Continuing education eligibility can be discussed depending on profession and jurisdiction.
Frequently Asked Questions
Is this workshop educational or promotional?
This is an educational workshop. It is designed to provide practical guidance, not to sell products or services during the session. Hosts may introduce their firm at the beginning or end, but the focus remains on client education and preparedness.
Is this legal or financial planning, or does it replace my existing services?
No. This workshop is educational and organizational in nature. It does not create legal documents, provide individualized legal or financial advice, or replace your existing planning work.
The session explains concepts such as what wills and trusts are, how they are typically used, and where families often get stuck after documents are signed. Participants learn how to organize information, clarify wishes, and understand what questions to ask next.
For many professionals, this leads to more productive follow-up work. Clients come back better informed, more engaged, and ready to move forward with document creation, updates, implementation, or related services.
Will the workshop promote CLEAR Kits or other products?
The workshop is educational in nature and is not a sales presentation. The focus is on helping participants understand how to organize information and prepare for real-world situations.
CLEAR Kits and other Buried in Work resources may be referenced as examples of tools that support organization and preparedness, but there is no requirement for hosts or attendees to purchase or promote any products. Hosts can choose whether and how to share additional resources after the workshop.
Do attendees need prior estate planning knowledge?
No. The workshop is designed for people at any stage of planning and uses plain language and real-world examples.
How many clients can attend?
Group size depends on format and delivery method. Virtual sessions can accommodate larger audiences, while in-person sessions are typically smaller to allow discussion and engagement.
What does the host need to provide?
For virtual sessions, the workshop can be hosted using either your Zoom platform or ours. Hosts typically handle invitations and registration for their audience.
For in-person sessions, hosts provide the space, seating, and basic AV support. Travel, timing, and on-site details are confirmed during scheduling to ensure everything runs smoothly.
Can this be customized for our clients or organization?
Yes. Workshops can be tailored to align with your services, client demographics, or specific planning goals.
Is continuing education credit available?
Continuing education eligibility depends on profession and jurisdiction and can be discussed during planning.