90+ MINUTE ESTATE PLANNING MASTERCLASS

Leave a Blessing,
Not a Mess

Make it Easy. Protect your Family. Have Peace.

1-on-1 with an attorneyIn person or by video callWebinar with live Q&AOr watch on demand
A PERSONAL INVITATIONWhat to Expect
From the Masterclass
Zachary B. Setzer, JD, MTWM, CTFABoard Certified Specialist in
Estate Planning and Probate Law
Founder, Providence Wills and Trusts
Zachary B. Setzer in a gray suit
VSL recording to add
North Carolina State Bar Board Certified Specialist
5.0 on Google & Avvo
Charlotte’s Best 2025 Gold Winner

Estate Law

Avvo 10.0 Superb
BBB Accredited Business, A plus rating

In this 90+ minute Estate Planning Masterclass, you will learn:

  1. 01

    Why the “normal” approach to estate planning causes most plans to fail

  2. 02

    The 12 most important types of estate plan failure & the cost of each type

  3. 03

    How to make sure your plan doesn’t fail

  4. 04

    How to qualify for the unique Providence Wills and Trusts “No Probate Guarantee”2

  5. 05

    Asset protection and tax planning strategies from Providence Wills and Trusts founding attorney and Board Certified Specialist in Estate Planning and Probate Law, Zachary Setzer

ABOUT THE MASTERCLASS

Frequently Asked Questions.

How is the Masterclass offered?

There are two versions of the Masterclass. The first is offered 1-on-1 with a Providence Wills and Trusts estate planning attorney. You may attend the 1-on-1 Masterclass in person in our offices or by video conference. The second version is offered via webinar. You can register for a scheduled Masterclass webinar with live Q&A or for an on-demand Masterclass webinar. If you attend a scheduled Masterclass webinar, you will receive a link to the on-demand version as well so that you can go back and re-watch anything you want to see again.

What is the cost to attend the Masterclass?

For the Masterclass webinar, there is no cost to attend. Note also that Providence Wills and Trusts is a trusts and estates law firm, not a financial services firm. We do not sell insurance, annuities, or any other financial products and do not give investment advice.

For the 1-on-1 Masterclass with an attorney, the attorney’s fee is $750.

What are you selling at the Masterclass?

Nothing. You will not be able to buy anything at the Masterclass.

What do I get for attending?

Three things.

  1. Your Estate Planning Scenario Calculator

    You will get access to our Estate Planning Scenario Calculator. During the Masterclass, we use a hypothetical family to illustrate the costs of the different estate plan failures and the effect of the various planning techniques we use to avoid those failures. The scenario calculator allows you to personalize those calculations for your own family and asset situation.

  2. A clear picture of our fixed fees

    At the end of the webinar, you will get a walkthrough of our fee schedule. We offer estate planning on a fixed-fee basis, so you will know by the end of the Masterclass exactly what it will cost if we decide to work together on your estate plan.

  3. Your next step toward a custom plan

    You will have completed Stage 1 of our 6-stage Estate Planning Cycle, which unlocks Stage 2: Discovery and Stage 3: Design. The Design Stage is the Family Wealth Planning Session (FWPS), a free, 1-on-1, 90-minute, in-depth estate plan design meeting with your attorney. We can’t help you design a custom-tailored estate plan that meets your unique family situation and planning objectives before you have the necessary educational foundation provided by the Masterclass. Therefore, the FWPS is only available to Masterclass graduates.

1 Education 2 Discovery 3 Design 4 Execution 5 Implementation 6 Maintenance THE PROVIDENCE PROCESS
Zachary B. Setzer
About the presenter

Zachary B. Setzer, JD, MTWM, CTFA

Founder of Providence Wills & Trusts. Focused on estate and fiduciary law since 2013. Our firm has guided over 3,500 families through planning, trust administration, probate, and estate litigation. A Weddington native, in the first graduating class of Weddington High School, with family roots in the area that go back well before the Civil War.

  • Board Certified Specialist in Estate Planning and Probate Law since 2017, certified by the North Carolina State Bar Board of Legal Specialization
  • Master of Trust and Wealth Management, Campbell University
  • Certified Trust and Fiduciary Advisor, American Bankers Association
  • Washington and Lee University School of Law, honors graduate and law review editor; currently enrolled in the NYU School of Law Master of Laws in Taxation program

Why I do this

I trace my interest in estate planning back to my childhood, when I would frequently hear my mother and my aunt lament our own family story of estate planning failure. Their grandfather left the family farm in Indian Trail to his oldest son with instructions to make sure to divide it equally with his siblings, and their uncle, of course, kept the whole property for himself and left it to his own kids when he died. Their daddy was disinherited because his daddy trusted the wrong person instead of making sure things went the way he intended. My mother and my aunt are hardcore "over my dead body" people because of that experience. Now I spend my days helping people make sure that kind of thing doesn't happen to them.

Sign Up for the Masterclass

In Our Clients’ Words

What families say about learning their options, protecting the people they love, and finding peace of mind.

Estate planning client reviews, excerpted from Google and Avvo.
Reviews reflect individual experiences and are not a guarantee of results.

★★★★★
I quickly learned that the staff are educators as well as lawyers. If a Trust is not for you or you're unsure what you need, they will thoroughly explain the options and then you can make an intelligent decision about what is best for your family.
Sandy L.Google · Weddington
★★★★★
From start to finish, they made my family's estate planning process not only smooth but truly educational … They made a complex process feel manageable and gave us the peace of mind that comes with knowing our affairs are in order.
JWGoogle · Weddington
★★★★★
They made a process I was anxious about seem so painless and I feel a lot of relief that we have our wishes for the future in a legal protective document.
Lori H.Google · Weddington
★★★★★
As a fellow lawyer, I was impressed by the breadth of Zachary's knowledge … they follow up to ensure your trusts are funded properly, a step which more general practitioners might miss.
Dana R.Google · Weddington
★★★★★
Everything was explained in an easy-to-understand manner, and they really made the extra effort to ensure things were easy for us. So glad we chose them!
Debbie C.Google · Weddington
★★★★★
My parents paid a local (to them) lawyer for a trust. Or so they THOUGHT they were getting a trust … Jessie took her time explaining and making sure that my parents knew what they had gotten vs an actual trust and that they fully understood each aspect of the trust that Providence Wills and Trusts provides before they signed anything.
Stephanie C.Google · Monroe
★★★★★
He made sure to not only tell us what he was recommending, but why he was recommending each suggestion. His knowledge and demeanor instilled confidence … We felt very well taken care of throughout the process.
Bill P.Google · Weddington
★★★★★
His compassion along with legal specialty gave us the reassurance to complete our estate plan allowing financial security for our daughter … Extremely grateful for the gift of peace.
Pam O.Google · Weddington
★★★★★
They took the time to thoroughly explain every aspect of our trust and will, making sure we understood each detail and felt completely comfortable with the process.
Jean R.Google · Weddington
★★★★★
Having seen the work involved in settling an estate, I wanted to know all my options. I needed to make things as easy as possible for my children. Mr. Setzer was very thorough in giving me information on the many options.
Wendy W.Google · Weddington
★★★★★
This was something we put off but we are not getting any younger & we wanted to spare the girls a lot of time & work! Zachary guided us through this process with ease!
Catherine S.Google · Weddington
★★★★★
Jessica was personable, very patient and took all the necessary time to explain the complexity of the legal concepts in a way that was easy to understand especially how to properly fund our trust and choose the right trustees.
Sansil S.Avvo
★★★★★
He was able to describe the "big picture" of my estate plan and then walk me through the details of each area, answered all of my questions, and offered different options or scenarios that demonstrated his depth of knowledge and experience in these matters.
Johnny H.Google · Weddington
★★★★★
This experience was seamless and not stressful at all and now I have peace of mind. I have recommended them to my friends and family, so you know they were great.
Donna S.Google · Weddington
★★★★★
We came to Zach after our previous estate attorney retired. What a blessing. The difference was night and day … Our estate and planning is now better off due to Zach's insights and suggestions. We have a more comprehensive package and confidence in a path to keep things up-to-date.
Tim M.Google · Weddington
★★★★★
The expertise of this group has left me knowing that my family's future has been well planned and prepared for, regardless of what the future might bring.
Kyle B.Google · Weddington
★★★★★
There was a significant priority placed on me as the client understanding each step of the process as well as all the documents. I highly recommend Providence. They were phenomenal.
Lisa I.Google · Weddington
★★★★★
Presented all estate planning options with easy to understand explanations, and without pressure to purchase.
Karen V.Google · Monroe
★★★★★
The team made this whole process easy and simple, making me feel prepared and knowledgable about the next steps for both me, and my family.
Hannah F.Google · Weddington
★★★★★
Considering all the many things to consider to ensure my family is properly protected if something happens to me seemed daunting at first but they are real pros and made us so comfortable and comforting to work through.
Steve S.Google · Monroe
★★★★★
Their process of collecting all the data points, vetting out what we were trying to accomplish, educating us on the process, and data collection was second to none … Making, what seems complex, understandable, and effective.
Brian M.Google · Weddington
★★★★★
We told him that we wanted to make everything as easy as possible for each other or for our grown children as we aged further and eventually passed away. He explained how we could make a trust work in our situation.
MarlyGoogle · Monroe
★★★★★
She was very effective at helping us understand options and electing what was right for our family.
Kelly J.Google · Monroe
★★★★★
We can breathe easily knowing our documents were professionally prepared. Thank you for a job well done.
Karen B.Google · Weddington
★★★★★
They did not try to "upsell" rather informed us of the best options and allowed us, without pressure, to select what we needed.
Maria N.Google · Weddington
★★★★★
The process of establishing a trust was streamlined and seamless and Sarah was instrumental in organizing and explaining the funding process.
Will M.Google · Weddington
★★★★★
This was the sixth attorney (across many states) we've used to update and create our Wills and Trusts. The experience with PW&T was significantly superior to anyone else we've used … The team exceeded expectations during each step.
Steve H.Google · Monroe
★★★★★
Zach and his crew made a complicated subject very easy to understand, were very thorough, answered all our questions, and were very professional.
Bob C.Google · Weddington
★★★★★
Everyone was great to work with and made the process easy to understand as every step was well explained.
Michael M.Google · Weddington
★★★★★
Moved to North Carolina recently and needed to review and update our Trust.
John P.Google · Weddington
★★★★★
All that I had to do to get the documents into my trust was explained in detail with hard-copy instructions to help me.
Patricia M.Google · Weddington
★★★★★
At that meeting Richard carefully explained how the various legal documents work together which enabled us to determine which direction we needed to take.
Craig B.Google · Weddington
★★★★★
It is so refreshing to have an attorney that explains things so thoroughly and perfectly … My husband and I feel valued and very confident and comfortable with the Will/Trust that we are having prepared.
Elizabeth Y.Google · Weddington
★★★★★
Everyone in the office made the whole process super easy and explained everything in detail which made the process a great experience.
Bree T.Google · Weddington
★★★★★
She was also kind, insightful, and had a talent for explaining complicated laws. What could have been an uncomfortable and intimidating experience was actually pleasant.
Margi S.Google · Monroe
★★★★★
I would call working with Providence a turn-key operation that mekes what seems like an intimidating task of estate planning into a manageable project with their help all along the way.
John R.Google · Weddington
★★★★★
As for me, the only heavy lifting that I did in this process was the lifting of my ink pen to sign off on their work.
Carlos S.Google · Weddington
★★★★★
Each team member was willing to do whatever needed to answer our questions and help us understand the process.
Cheryl C. D.Google · Monroe
★★★★★
They explained the process clearly, fee schedule explained clearly very early in the process, and answered all questions to my satisfaction.
SheetalGoogle · Weddington
★★★★★
As my heir, my son was involved in discussions and in addition to his instruction manual, he too feels comfortable in talking with this team.
Paige M.Google · Monroe
★★★★★
We appreciated her patience in helping us to understand all we had to do to complete the work on our trust.
Lynn C.Google · Weddington
★★★★★
From our first fact finding call with them to the delivery of our trust documents, the process was smooth and easy.
Bud S.Google · Weddington
★★★★★
Providence and Wills and Trusts makes what seems like a difficult but necessary process easier and not painful at all.
Michele C.Google · Weddington
★★★★★
Richard Fox is a great attorney and could not have asked for anyone better to prepare our Living Trust. He is extremely knowledgeable, has a great easy going personality and took the time to answer all my questions.
Christy R.Google · Weddington
★★★★★
From a first free consultation to the end of my trust setup process, my lawyer and the supporting staff were phenomenal! … I felt very informed to make my decisions.
Phong V.Google · Monroe
PROVIDENCEWILLS & TRUSTS

THE ESTATE PLANNING MASTERCLASS

Leave a Blessing, Not a Mess

Make it Easy. Protect your Family. Have Peace.

Sign Up for the Masterclass
Preview information

THE ESTATE PLANNING MASTERCLASS

STEP 1 OF 3

How would you like to attend?

Both versions cover the same 12 failure points, the same numbers, and the same fee walkthrough.

Prefer a private session with an attorney?