Script Your Family’s Future:
Why You Need an Estate Plan
Life is full of uncertainties, but your family's future doesn't have to be one of them.
Join Financial Advisor and Financial Planner Scott Marshall and Estate Lawyer Holly Dinsmore for a practical conversation about how estate planning can help protect your loved ones, reduce unnecessary stress, and ensure your wishes are carried out with clarity and care.
July 21, 2026
11:00 AM EST
What To Expect:
Estate planning isn’t just for the wealthy – it’s for anyone who wants to make sure their wishes are carried out, their loved ones are protected, and their legacy is preserved. In this session we will walk through why estate planning matters, what happens if you don’t have a plan in place, and the key documents and strategies every family should consider. You'll also hear directly from estate lawyer Holly Dinsmore on common legal issues families face and the mistakes she most often sees when plans are missing or outdated.
This webinar is valuable for:
Families with children or dependents
Individuals who want to protect assets and reduce risks
Business owners with succession considerations
Anyone who wants to leave a meaningful legacy for loved ones
Key Takeaways
The Cost of No Plan
Understand what happens if you don’t have an estate plan, and why it matters.
Essential Documents
Learn about the core documents every estate plan should include.
Protect Your Legacy
Gain confidence in ensuring your assets pass to the right people, the right way.
Avoid Costly Mistakes
Learn the common estate planning errors that can create unintended outcomes for families.
Meet Your Speakers
Scott Marshall
Financial Advisor & Financial Planner
As a Financial Advisor and Financial Planner with Edward Jones, Scott Marshall helps families make confident, well-coordinated financial decisions that stand the test of time. His focus is on helping families prepare for life’s transitions and build a legacy that reflects their values. He believes estate planning isn’t just about passing on assets but about creating clarity, protecting loved ones, and ensuring your wishes are honoured.
With a steady, relationship-driven approach and a dedicated team supporting him, Scott provides the structure and guidance families need to plan their future with confidence.
Holly Dinsmore
Estate Lawyer
Holly Dinsmore is an estate lawyer who helps individuals, families, and business owners navigate wills, trusts, powers of attorney, estate administration, and business succession planning. She works closely with clients to develop estate plans that reflect their unique personal, family, and business circumstances while helping them consider important tax and wealth transfer strategies.
Known for her knowledgeable and compassionate approach, Holly is passionate about helping families gain clarity and confidence when planning for the future.
