Estate Planning Essentials:

How To Protect
Your Family

A complimentary live workshop designed to help families create an estate planning strategy for their unique goals and needs.

Click To Register Today

Estate Planning Workshop

Do you have questions about estate planning and the process you should follow to protect yourself and your loved ones?

If so, this is the workshop for you. Join us to discover how to properly create, or update, your estate plan so that your unique wishes are honored and your family is protected when you’re gone.

Seating is limited, so be sure to enroll now in order to reserve your seat.

Saturday, April 5th

11:00am - 12:00pm

French Valley Library
31526 Sky View Rd
Winchester, CA 92596
Click To Register Today

Wednesday, April 9th

11:00am - 12:00pm

San Marcos Community Center
3 Civic Center Drive
San Marcos CA 92069
Click To Register Today

Thursday, April 10th

11:00am - 12:00pm

Perris Library
163 E San Jacinto Ave
Perris, CA 92570
Click To Register Today

Monday, April 14th

11:00am - 12:00pm

Murrieta Library
8 Town Sq
Murrieta, CA 92562
Click To Register Today

Monday, April 14th

6:00pm - 7:00pm

Wildomar Library
34303 Mission Trail
Wildomar, CA 92595
Click To Register Today

Tuesday, April 15th

11:00am – 12:00pm

Menifee Library
28798 La Piedra Rd
Menifee, CA 92584
Click To Register Today

Thursday, April 24th

11:00am - 12:00pm

Perris Library
163 E San Jacinto Ave
Perris, CA 92570
Click To Register Today

Saturday, April 26th

11:00am - 12:00pm

French Valley Library
31526 Sky View Rd
Winchester, CA 92596
Click To Register Today

Monday, April 28th

11:00am - 12:00pm

Murrieta Library
8 Town Sq
Murrieta, CA 92562
Click To Register Today

Tuesday, April 29th

11:00am - 12:00pm

San Marcos Community Center
3 Civic Center Drive
San Marcos CA 92069
Click To Register Today

We will discuss the following:

Planning For Everyone

Estate planning is not only for the ultra-wealthy - everybody can benefit from ensuring their assets and finances are properly taken care of after their death.

Wills or Trusts?

Learn what critical documents you need to ensure your wishes are honored.

Avoid Unnecessary Legal Fees

Without the proper planning in place, your family and your wealth may be exposed to expensive probate court fees that can be completely avoided with the proper planning.

Legal Safeguards

Avoid a court administered guardianship and make sure your family members or trusted friends have the legal rights to carry out your wishes.

Why we created this workshop:

Estate planning is for everybody, and everybody deserves to know what they need to do to protect their loved ones.