What you'll learn

What happens legally when nothing is in place, including who makes decisions, who has access, and what the state decides when no one has been named.

The minimum viable legal plan and the essential documents every person needs regardless of wealth, assets, or background.

How to recognize when legal planning is needed and when to seek professional legal support, offering practical guidance for everyone in the room.

Practical tools including an assessment checklist and referral flowchart for navigating legal planning conversations with confidence.

Meet the speaker

Kelly Rose Mason she/her

Estate Planning Attorney & Certified Death Doula, Founder of Death Wisdom, Going with Grace Alumni

Kelly Rose is an Estate Planning Attorney practicing estate planning law for over 16 years, and in that time, has helped hundreds of families create plans that actually work, not just on paper, but in real life. Kelly Rose combines her legal expertise with her training as a family mediator and certified death doula to offer a more holistic approach that addresses not just the paperwork, but the emotional, spiritual, and relational dimensions of preparing for death.

No prior experience is required—just curiosity, care, and reverence for the living world that supports us through life’s final transition.

We hope to meet you there!