Learn how to set up an estate plan that avoids taxes, legal fees, probate court, delays, and family disputes! All materials are provided with step-by-step instructions.

This workshop is based on presenter Bob Sherman’s experience as a trust owner for 16 years, and as executor and trustee of his parents’ trust. He closed his parents’ estate in six weeks by creating an inheritance plan that avoided probate court and legal fees. 

Presenters' recommendation: If you have a family trust, bring your successor trustee with you to this workshop. Please make sure they register for the event. 

Free and open to the public. Space is limited and registration is required. Register below or contact the library for assistance.

Bob Sherman completed a graduate degree in education from West Virginia University. Following a 33-year career in public school administration, he designed software applications for business and public schools in Rhode Island, Massachusetts, and Connecticut and later developed a financial website for parents of college-bound students. He is the author of The Inheritance Plan, Surviving the Cost of College, Surviving the Cost of College Parent Handbook, Border Crimes and Other Stories, and The Train Station.

Lisa Sherman completed her graduate degree in education at Rhode Island College and retired in 2025 after a 32-year career as a public-school elementary teacher. She completed her National Board Certification in 2004 and received the Horace Mann Crystal Apple Award for excellence in teaching in 2025. Lisa is also a 200-hour certified yoga instructor and a URI Master Gardener. She is the author of My Yoga Journey.