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Educators
Bringing Living Trust & Legacy Education to Communities Nationwide
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At Estate Planning Resources, our educators are experienced professionals who are passionate about helping retirees make informed decisions—without any sales pressure.
We partner with trusted financial and estate instructors across the country to provide free, unbiased educational courses on living trusts, probate avoidance, tax strategies, Social Security optimization, and secure retirement income planning.
Why Our Educators Stand Out:
Experienced & Knowledgeable – Our instructors are thoroughly vetted professionals with years of expertise in comprehensive retirement and estate planning.
Education-First Approach – They dedicate their time to teach, focusing 100% on providing actionable clarity with absolutely no sales pitches or product promotions.
Committed to Estate & Financial Literacy – Each educator shares our mission of making vital asset protection and legacy education accessible to all at no cost.
Featured Instructors
Rob Hodges
Online Events
Robert Hodges is a primary spokesperson, speaker, and representative for the National Association of Family Services (NAFS), an organization that provides discounted legal services and affordable estate planning options to families
Dan Klein
Northern California
Dan Klein is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout California and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Lisa Klein
Southern California
Lisa Klein is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout California and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Bob Taylor
Northern California
Bob Taylor is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout California and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Brooke Kwan
Southern California
Brooke Kwan is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout California and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Everette Stutsman
Southwest Florida
Everette Stutsman is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Florida and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Marcos Custodio
Southeast Florida
Marcos Custodio is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Florida and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Lorri Hart
Central Florida
Lorri Hart is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Florida and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Eric Neal
West Florida
Eric Neal is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Florida and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Ron Lanier
San Antonio Texas
Ron Lanier is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Texas and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
In Person Living Trust Classes
Presented by National Association of Family Services
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