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What is Ladies’ Estate Planning Tea™

We help women get over the estate planning hurdles that they often face. We have helpful resources, coaching sessions, workshops, and trainings. Ladies’ Estate Planning Tea™ can inspire, inform, and empower you to put your estate plan in place.

Economic wellness and generational wealth

Are you a woman who wants to protect the economic wellness of yourself and your family, and create generational wealth? Do you feel like estate planning is for someone else – surely not you? Are you having imposter syndrome thoughts about estate planning – I am not wealthy enough, I am not ready, I don’t deserve an estate plan? If you answered yes to any of these questions, it is time for you to join us at the Ladies’ Estate Planning Tea™.

Family story

Does your background and family story come with challenges that make it difficult for you to talk about estate planning? Perhaps, you didn’t grow up having dinner table conversations about finances? Well, we are here to help because – you are ready, you are enough, and you have what you need to put your estate plan in place.

Ladies

Let’s gather around these ideas: family, career, faith, health, finances, and charitable giving. Whether we join you at a fancy hat gathering, denim and pearls celebration, gloves and heels party, women’s retreat, work event, or a tea for two occasion, we are ready to meet for a purpose.

Ladies’ Estate Planning Tea™ can inspire, inform, and empower you to put your estate plan in place. Estate planning is for us all. Yes, you too. – AJ Betts

Estate and Philanthropy Coach

Our coaching sessions (1:1 or group) will help you move things forward to protect your hard earned assets, and build wealth for generations. We also provide workshops and presentations for groups and organizations. We’ll help you to overcome barriers to estate planning and reach your estate and charitable planning goals. Contact us for coaching and workshop information. 

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Ladies’ Estate Planning Tea™

While Ladies’ Estate Planning Tea™ can’t create your estate plan, we can shed light on the importance of estate planning for you, your family, your favorite causes, schools, and faith based organizations. We gather to chat as mothers, wives, sisters, daughters, aunts, godmothers, volunteers, sorority sisters, social club members, and ladies with an openness to creating a legacy. We lighten up the topic by having vibrant conversations and activities that inspire, inform, and empower.

Ladies’ Estate Planning Tea™ and its affiliates do not provide tax, legal, or financial advice. Consult with your own tax, legal, and financial advisors about your particular situation, and before taking any action that may have legal, financial or tax consequences. Your estate plan should be prepared by an estate planning attorney who is licensed to practice law in your state.