Webinar – Planning with Intention: The Estate Planning Process That Endures
At Elville and Associates, we believe estate planning excellence is not accidental—it is intentional.
Many individuals want an estate plan that truly works: one that reflects their values, protects the people they love, transfers assets as intended, controls costs, adapts to change, and stands the test of time. They want clarity, confidence, and peace of mind—knowing their plan will function when it matters most.
Yet too often, estate planning is reduced to documents alone. Without a thoughtful process, ongoing guidance, and a clear understanding of risks, even well-intended plans can fail.
Achieving true excellence in estate planning requires more. It requires purpose, partnership, education, and a disciplined planning process—one that evolves as life unfolds. In short, it requires being extremely intentional.
In this cornerstone educational webinar, Stephen R. Elville, Managing Principal and Lead Attorney of Elville and Associates, will lead a meaningful discussion on Intentionalism in Estate Planning—the philosophy and process that guides the firm’s approach to protecting families and legacies.
Topics will include:
-
Why intentionality matters in estate planning—and what happens when it’s missing
-
Understanding the real risks that cause estate plans to fail
-
Clarifying goals, priorities, and values before documents are drafted
-
Why many estate plans do not work as intended, despite good intentions
-
The importance of maintenance, review, and updating over time
-
The critical role of partnership between client and estate planning attorney
This webinar is ideal for individuals and families who want more than documents—who want a plan that works, adapts, and endures.
To RSVP and receive your personal link to attend, please click here.
Should you have any questions prior to the webinar, please contact Jeff Stauffer, Community Relations Director, at jeff@elvilleassociates.com or 443-393-7696, x117
We look forward to hosting you!
