Free Estate Planning Seminar

Join us, or encourage your loved ones to join us, on September 27, 2025, at 10 AM Pacific Time for an educational Zoom session on the: “Do’s and Don’ts of a Successor Trustee.”

This valuable event is designed to provide a comprehensive understanding of living trusts, the roles involved, and the essential practices to ensure successful administration of a trust upon death or incapacity of the creator.

We’ll explain:

Understanding Living Trusts: Definition, roles, and benefits.
The Role of Successor Trustee: Responsibilities, legalities, and strategies to administer a trust, including:

• What a Successor Trustee is really responsible for
• What to do if you become incapacitated or pass away
• How to manage trust assets and make distributions
• Basics of taxes, healthcare directives, and powers of attorney
• How to avoid common (and costly) mistakes

The workshop will be livestreamed on Zoom on September 27, 2025 at 10 AM PST at the following link:
https://us02web.zoom.us/j/83996369528

You can also view our short 5-minute abridged video that is perfect for anyone who’s unsure about starting their estate planning journey.

You may also wish to view the full-length video on Why You Need A Trust on this page.