Estate Planning Education for DC Organizations and Communities
Kelly I. Spencer brings estate planning out of the law office and into the room — presenting plain-language education that empowers attendees to understand what they need, what they are missing, and what to do next.
Why Community Education Is Part of This Practice
Most people do not go looking for an estate planning attorney until something forces their hand. A health event, a loss, a new baby — something that makes planning feel urgent. By that point, the options available to them may already be narrowed.
Community education changes that. When a room full of people walks away from a presentation understanding what a will does, what happens to their children without a guardianship designation, or what DC's probate process actually looks like — they are better equipped to take action before a crisis requires it.
Kelly presents estate planning as something empowering and accessible, not complicated or heavy. Plain language throughout. Content tailored to the specific audience and their circumstances. No sales pitch in a slide deck — just real education that stands on its own.
Who Kelly Speaks For
Kelly presents for a wide range of DC organizations and groups, including:
Homeowner associations and condo associations —
estate planning basics, property transfer, and DC probate for HOA communities
PTAs and parent organizations —
guardianship, the Kids Protection Plan, and why parents of young children need a plan regardless of income
Employers and HR departments —
estate planning as a financial wellness benefit; coordinating workplace benefits with a comprehensive estate plan
Faith communities and civic organizations —
accessible estate planning education tailored to the specific community's circumstances
Cultural organizations and community groups —
legacy planning, the Legacy Interview, and preserving family history alongside legal documents
If your organization serves DC families and wants to offer estate planning education that actually lands with your audience, Kelly is available to present.
Presentation Topics
Each presentation is tailored to the requesting organization's audience. Available topics include:
Estate Planning Basics — What Every DC Family Needs to Know
An accessible introduction to estate planning for general audiences: what a will does, what happens without one, how DC intestacy works, and what the first step looks like. Designed for audiences who are aware they need a plan but have not started.
Guardianship and Your Children — The Most Urgent Estate Planning Decision You Haven't Made
A focused presentation for parents of minor children: how guardianship designation works in DC, what happens if no guardian is named, and why this document matters regardless of income or asset level. Appropriate for PTAs, parent groups, and family-focused organizations.
The Legacy Interview — Preserving More Than Property
An introduction to legacy planning and the Legacy Interview: what non-financial wealth is, why it deserves a place in an estate plan, and how a guided conversation can preserve stories, values, and family history alongside legal documents. Appropriate for multi-generational audiences, cultural organizations, and community groups where legacy and family continuity resonate.
DC Probate — What Beneficiaries and Personal Representatives Need to Know
A plain-language overview of DC Superior Court probate for audiences who have recently been named as a personal representative or beneficiary, or who want to understand how to help their family avoid the process. Appropriate for community organizations, HOA boards, and employer groups.
Medicaid Planning Basics — What Caregivers and Families Need to Know
An accessible introduction to DC Medicaid long-term care eligibility, the five-year look-back period, and what families should understand before a care event makes planning urgent. Appropriate for caregiver support groups, senior-focused organizations, and faith communities with aging populations.
Upcoming and Past Presentations
Coming Soon
Date: TBA
Details coming soon
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Coming Soon
Date: TBA
Details coming soon
Location: TBA
Coming Soon
Date: TBA
Details coming soon
Location: TBA
Customer Reviews
Questions About the Speaking Program
What types of organizations does Kelly present for?
Kelly presents for HOAs, condo associations, PTAs, employer HR departments, faith communities, civic organizations, cultural groups, and other DC organizations that want to offer estate planning education to their members or employees. Presentations are tailored to the specific audience and their circumstances. If you are not sure whether your organization is a fit, reach out through the form above or email hello@kithkinlawpllc.com.
Is the presentation free for our organization?
[Designer to confirm with Kelly — speaking fee structure, complimentary presentation policy, and any conditions should be confirmed before launch and added here.]
Can the presentation be conducted virtually?
Yes. Kelly presents both in person and virtually. Indicate your preference when submitting the speaker request form and we will confirm the format that works best for your organization and audience.
How far in advance should we request a speaker?
Submitting a request four to six weeks before your preferred event date gives us the best opportunity to confirm availability and prepare a presentation tailored to your audience. Requests for events within two weeks are accommodated when scheduling allows — reach out and we will do our best.
Will attendees be solicited to become clients during the presentation?
No. Kelly's community presentations are educational in design and in delivery. Attendees leave with knowledge and resources — not a sales experience. Information about the firm and how to get started is available for those who want it, but the presentation itself is complete and useful on its own.
Ready to Bring Estate Planning Education to Your Community?
Complete the speaker request form above or email hello@kithkinlawpllc.com to start the conversation. We will respond within two business days.
