Rouz Up Academy

Hands-On Trust Workshop

Protect Your Legacy: Learn to Draft Revocable & Irrevocable Trusts

For Adults | 4-5 Hour Comprehensive Workshop | On-Site Notary Available

Most adults know they need a trust—but don't understand how they work or how to create one properly. This changes today.

Through hands-on drafting exercises and expert instruction, you'll learn trust fundamentals, understand the critical differences between revocable and irrevocable trusts, and draft your own basic trust document during the workshop.

Why Adults Choose This Workshop

• Hands-on learning: Don't just learn about trusts—draft one during the workshop
• Protect your legacy: Ensure your assets go to the right people without probate
• Understand the fundamentals: Learn what a trust is, how it works, and why you need one
• Know your options: Understand when to use revocable vs. irrevocable trusts
• Avoid costly mistakes: Learn common trust errors that create problems for your family
• On-site notary: Complete your trust documents properly with notary services available

What You'll Learn

• Trust fundamentals: What a trust is and how it protects your assets
• Revocable vs. irrevocable trusts: Critical differences and when to use each
• Key roles: Grantor, trustee, and beneficiary—what each means and does
• How to properly draft a basic trust (step-by-step)
• Asset protection strategies through trust planning
• Common trust mistakes and how to avoid them
• Tax implications and benefits of different trust types
• How trusts work with your overall estate plan

What's Included

• 4-5 hour comprehensive workshop with hands-on drafting exercises
• Complete workbook with trust fundamentals and planning tools
• Trust drafting template (revocable and irrevocable)
• Beneficiary planning worksheet
• Asset inventory form
• Trustee selection checklist
• Sample trust documents for reference
• Certificate of completion
• On-site notary services available

Workshop Format

Duration: 4-5 hours
Audience: Adults (all ages welcome)
Teaching Method: Expert instruction with hands-on drafting exercises
Prerequisites: None—beginner-friendly
Difficulty: Beginner to intermediate

The Outcome

You'll leave with a clear understanding of trust planning, the tools to draft your own basic trust, and the confidence to protect your legacy for the people you love.

Most people learn about trusts after it's too late. Take control of your legacy today.

Limited enrollment for personalized attention. Register early to secure your spot.