Free Live Webinars & Workshops

The 5 Essential Estate Planning Documents

Monday, May 23, 2022 at 6:00 pm

Learn what the 5 Essential Estate Planning Documents are that you need to have in place to protect your family and your assets, including your home. Learn how these documents avoid Probate and unnecessary delay and costs. Discover how each document serves a specific purpose but together they serve to guard and protect your assets and your legacy.

Presented by R. DeDe Soto, Attorney at Law

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Details About Our Workshops and Webinars

Our workshops and webinars are informative, LIVE and FREE to attend, and will help you discover how you can protect your loved ones should something happen to you. Even if you have an estate plan or a living trust, new laws and overlooked items may mean your current plan is out of date or won’t work as intended. Everyone needs an estate plan, not just the rich and famous. Not only that, everyone needs the estate plan that works best for their unique situation.

Here some of our Event Topic Highlights:

  • How to Avoid Probate in California
  • Maintaining your Estate’s Privacy
  • Protecting your estate against a living probate if you become incapacitated
  • Health Care Directives and HIPAA Release
  • Financial Durable Power of Attorney
  • Protecting your children’s inheritance in the event of divorce, lawsuits and other claims
  • Preserving your estate for your children if your surviving spouse remarries
  • Providing for special needs children and grandchildren
  • How to name the right short-term AND long-term guardians for your minor children

 

Hear what some our previous attendees have to say about DeDe’s presentation.
  • Enjoyed your presentation DeDe! Learned quite a few new points. Sylvia
  • Very informative, clear, and concise. Best in family preparation I’ve ever heard and I work with top-rated attorneys nationwide! Andrea
  • This was very informative and educational. I have a better understanding of how things should be and what I need to check for my mother. Thank you., Olga
  • You are a very dynamic speaker. Info clear and informative., Michelle
  • Very informative today! Such a pleasure to be here. I am very encouraged to get our trust going. Thank you so much., Laura
  • Excellent presentation, easy for people to understand. Very practical approach. Martha

Workshop attendees may qualify for a complimentary Estate Planning consultation and a $250 gift certificate that they can apply towards their Estate Plan Package. Some restrictions do apply.*

What is a Family Wealth Consultation? It is the “one on one” time you have with DeDe Soto to discuss your estate planning needs in detail. DeDe will guide you through difficult decisions, make recommendations on what type of plan would work best for your situation, and offer a custom Estate Planning Package. At the end of your consult appointment, you can decide to engage or decline. No pressure, no obligation.

*Gift certificates are redeemable only on the day of the 1st Consult appointment. The amount cannot be applied towards “a la carte” services such as but not limited to Child Protection Plans, Health Directives, Trust Administration or Conservatorships.  Complimentary consultations are for attendees who do not have an Estate Plan. Trust Reviews, Trust Administration and Conservatorship consults are subject to fees.