Wills, Trusts, and Keeping Your Home Out of Probate
A free one-hour seminar for homeowners and retirees. Plain English, nothing sold in the room - bring your questions.
Bring your questions - the last twenty minutes are yours.
Register - Here's What You Get, Starting Today
Four things happen between now and Wednesday worth knowing about.
- Right nowYour ticket and the checklist preview land by email
The one-page Estate Document Checklist, so you know what to gather. Bring your papers Wednesday and we'll fill it in together.
- The morning ofDirections, parking, and your held seat
One text, one tap. Your seat is held under your name until 6:00 PM - that's why we ask for a mobile number.
- 5:45 PMDoors open
Pick up your printed checklist at the door. The front is better for questions.
- 6:00 PMOne hour, then your questions, live
Bring your spouse or an adult child - everyone gets the printed checklist. At the end we'll say plainly how to work with us, and it's fine if you don't.
The room holds 100 seats.When it's full, registration closes.
Everyone Leaves With the Estate Document Checklist
A printed one-page map of every document, form, and title your family would need to find. You fill it in with us during the hour, so you walk out knowing what's in place and what isn't.
The Probate Gap
A will tells the court what you want. It doesn't move anything.
The court moves it - on the court's timeline, in public, at the court's cost.
The Probate Gap is every asset where your paperwork says who should get it, but nothing says how it gets there.
What You'll Learn
Whether you have nothing yet, a will, or an old trust - you'll leave knowing your next step and what to ask an attorney.
- Wills vs. living trusts - what each one actually does, and which fits which family.
- How probate court works, what it typically costs in time and fees, and why families choose to avoid it.
- What generally keeps a home out of probate - and the title mistake that quietly undoes it.
- Powers of attorney: what they cover, and when they stop working.
- Why putting the house in your children's names is often a mistake.
- The beneficiary-form trap: how an old 401(k) or life-insurance form overrides a will.
- Keeping an inheritance safe from a child's divorce, lawsuit, or overspending.
- What changed for inherited retirement accounts under the SECURE Act, and why it matters for a trust.
- The questions to ask about protecting a home and savings from long-term care costs.
- What to ask before signing any trust - and the red flags that mean walk away.
One Hour. Then You'll Know Exactly Where Your Family Stands.
The Room Holds 100. When It's Full, Registration Closes For This Session.
Free to attend. Nothing to buy. No obligation of any kind.
Bring your questions - and anyone else the paperwork affects.