Plan & Sip
Estate Planning Made Easy (and Enjoyable)
Host a Free Estate Planning Event for Your Friends & Family
Turn Your Living Room Into a Learning Space
Host a Plan & Sip Estate Planning Event
Estate planning doesn't have to happen in a stuffy office. Bring Nyles Law to your home for a relaxed, educational evening where your friends and family can learn about wills, trusts, and protecting their future—over a glass of wine.
✓ Free for you and your guests
✓ 2-hour interactive presentation
✓ Small groups (5-10 people)
✓ Zero obligation, maximum value
✓ Wine provided by Nyles Law
Why Host a Plan & Sip Event?
Make Estate Planning Approachable for the People You Care About
You know your friends and family need estate planning. They know it too. But between the intimidation factor and never finding the time, it just doesn't happen.
That's where you come in.
By hosting a Plan & Sip, you're giving your circle something truly valuable: the knowledge and confidence to protect their families' futures—in a setting where they're actually comfortable enough to ask questions.
Plus, you'll enjoy:
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A meaningful gathering that goes beyond surface-level conversation
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Expert guidance from the experienced team at Nyles Law
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Peace of mind knowing you've helped your friends take an important step
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Complimentary estate planning consultation for you as the host (valued at $500)
What Happens at a Plan & Sip Event?
Education + Wine + Zero Pressure = The Estate Planning Experience People Actually Want
You Provide the Space
Your home, a friend's house, even a private room at your favorite restaurant. Anywhere 5-10 people can sit comfortably.
Your Guests Get Real Knowledge
Over two relaxed hours, we cover:
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Estate planning basics: What it is and who needs it (spoiler: everyone)
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Essential tools explained: Wills, trusts, powers of attorney, healthcare proxies, and more
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Real scenarios: What happens when you plan vs. when you don't
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Open Q&A: Every question is welcome, no matter how "basic."
No Sales Pitch, Just Information
This isn't a timeshare presentation. It's genuine education. If your guests want to work with us afterward, great. If not, they still leave better informed than when they arrived.
What Your Guests Will Learn
The Estate Planning Knowledge Everyone Needs (But Nobody Teaches)
By the end of your Plan & Sip event, your guests will understand:
✓ The Five Critical Estate Planning Tools
Wills, trusts, durable power of attorney, healthcare proxy, and HIPAA authorization—what each one does and why it matters.
✓ How to Protect Their Family from Probate
The costly, time-consuming court process most people accidentally force their families through.
✓ Planning for Incapacity (Not Just Death)
Who makes decisions if you can't? How to ensure your wishes are followed during medical emergencies.
✓ Common Estate Planning Mistakes
The "I'll get to it later" trap, DIY document pitfalls, and beneficiary designation disasters.
✓ How to Have "The Conversation" with Family
Practical tips for discussing estate planning with aging parents or adult children.
✓ Next Steps Made Simple
If they're ready to plan, what the process actually looks like (timeline, cost, what to expect).
Is Plan & Sip Right for Your Group?
Perfect For:
✓ Friend Groups who want to tackle "adult responsibilities" together
✓ Family gatherings where estate planning keeps getting postponed
✓ Professional networks or community organizations
✓ Parents of young children who need guardianship planning
✓ Adult children with aging parents
✓ Anyone who finds traditional legal consultations intimidating
Not ideal for:
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Groups larger than 10 (we keep it intimate for better discussion)
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Anyone expecting specific legal advice without a formal attorney-client relationship (we're here to educate, not to provide individual legal counsel)
What It Takes to Host
Your Responsibilities:
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Invite 5-10 friends, family, or colleagues who could benefit from estate planning education
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Provide the venue (your home or any comfortable space)
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Confirm attendance a few days before the event
We Handle Everything Else:
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Complete presentation materials
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Interactive discussion and Q&A
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Educational handouts for all attendees
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Follow-up resources (no pressure, just information)
Time Commitment: 2 hours, plus about 30 minutes for setup and mingling
Your Questions, Answered
Does it really cost nothing?
Yes. Plan & Sip events are completely free for hosts and attendees. This is our way of making estate planning education accessible. If guests choose to work with Nyles Law afterward, great. If not, you've still done something valuable for people you care about.
Do I need to have a big house?
Not at all. A dining room table, living room seating, or even a small private room works perfectly. We've done sessions everywhere from apartments to community centers.
What if my friends can't afford an attorney?
That's precisely why education matters. Many people avoid estate planning because they assume it's prohibitively expensive. We'll discuss realistic costs and options, and your friends will leave knowing what's actually within reach.
Is this just a sales presentation?
No. We're genuinely here to educate. Yes, we'd love to earn your guests' business if they need estate planning services. But the goal is to provide value regardless of whether anyone becomes a client.
Can I attend as a guest instead of hosting?
Absolutely. If you know someone hosting a Plan & Sip, ask them to invite you. Or let us know you're interested, and we can connect you with upcoming events.
What if I need estate planning myself?
Perfect. As the host, you'll receive a complimentary initial estate planning consultation ($500 value). Plus, you'll learn everything your guests learn.
Let’s Get Together
Get in touch so we can start planning together.