Workshops

It’s Your Estate ~ Spring 2024


The “It’s Your Estate” sessions cover all the legal documents you will need to set up an estate plan using a variety of local Orange County estate planning attorneys as instructors. We provide 9 hours of objective education over an 6 week period, 1 ½ hours per week. Each attorney explains their fees in detail and they do not receive your contact information. Click HERE to find your workshop community.

1. Overview & Estate Law Changes


WEBINAR VIDEO COMING SOON

This webinar will air on Friday April 26, 2024 at 10am PT

In the meantime please enjoy our previous series here:

It’s Your Money ~ Fall 2023 series                   It’s Your Estate ~ Fall 2023 series


This session is intended to give you an overview as to the importance of estate planning during life as well as at the time of death. We will discuss documents involved and the importance of understanding how you hold title your assets. We have included an workbook for your personal use that may help you get more from the series if you complete it. This is our first attempt at a workbook and would like your feedback if it enhanced your learning from the workshop series.


General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :



FULLERTON :



HUNTINGTON BEACH :



LAGUNA WOODS :



MISSION VIEJO :



NEWPORT BEACH :



Articles



2. Advanced Health Care Directive & Power of Attorneys


WEBINAR VIDEO COMING SOON

This webinar will air on Friday May 3, 2024 at 10am PT

In the meantime please enjoy our previous series here:

It’s Your Money ~ Fall 2023 series                   It’s Your Estate ~ Fall 2023 series



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :



FULLERTON :



HUNTINGTON BEACH :



LAGUNA WOODS :



MISSION VIEJO :



NEWPORT BEACH :



Articles



3. Wills & Trusts


WEBINAR VIDEO COMING SOON

This webinar will air on Friday May 10, 2024 at 10am PT

In the meantime please enjoy our previous series here:

It’s Your Money ~ Fall 2023 series                   It’s Your Estate ~ Fall 2023 series



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :



FULLERTON :



HUNTINGTON BEACH :



LAGUNA WOODS :



MISSION VIEJO :



NEWPORT BEACH :



Articles



4. Retirement Asset Planning


WEBINAR VIDEO COMING SOON

This webinar will air on Friday May 17, 2024 at 10am PT

In the meantime please enjoy our previous series here:

It’s Your Money ~ Fall 2023 series                   It’s Your Estate ~ Fall 2023 series



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :



FULLERTON :



HUNTINGTON BEACH :



LAGUNA WOODS :



MISSION VIEJO :



NEWPORT BEACH :



Articles



5. Charitable Opportunities


WEBINAR VIDEO COMING SOON

This webinar will air on Friday May 24, 2024 at 10am PT

In the meantime please enjoy our previous series here:

It’s Your Money ~ Fall 2023 series                   It’s Your Estate ~ Fall 2023 series



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :



FULLERTON :



HUNTINGTON BEACH :



LAGUNA WOODS :



MISSION VIEJO :



NEWPORT BEACH :



Articles



6. Estate Administration


WEBINAR VIDEO COMING SOON

This webinar will air on Friday May 31, 2024 at 10am PT

In the meantime please enjoy our previous series here:

It’s Your Money ~ Fall 2023 series                   It’s Your Estate ~ Fall 2023 series



General Workshop Documents




Workshop Documents Per Location



ZOOM VIDEO WEBINAR :



FULLERTON :



HUNTINGTON BEACH :



LAGUNA WOODS :



MISSION VIEJO :



NEWPORT BEACH :



Articles



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