Estate Planning Basics for Families: Protect What Matters Most
About this Event
Estate Planning Basics for Families: Protect What Matters Most
You work hard to build a life for your family—but have you made a clear plan for what happens if the unexpected occurs?
Join us for a practical, approachable workshop designed to help individuals, couples, parents, and homeowners better understand the fundamentals of estate planning.
Whether you're starting from scratch, recently purchased a home, welcomed a child, or simply haven't reviewed your plans in years, this workshop will help you understand the key documents and decisions that may play an important role in protecting your family and preparing for the future.
No complicated legal language. No intimidating presentations. Just practical education, useful resources, and a comfortable environment where you can learn the basics and identify your next steps.
What We'll Cover
During this workshop, we'll explore:
• The basic differences between a will and a living trust
• Why estate planning isn't only for wealthy families
• Guardianship considerations for parents with minor children
• Beneficiaries and why beneficiary designations matter
• The purpose of a Power of Attorney
• The role of an Advance Health Care Directive
• Common estate-planning mistakes families make
• Situations that may signal it's time to review an existing plan
• Questions to prepare before speaking with an estate-planning attorney
Who Should Attend?
This workshop is especially useful for:
• Parents with minor children
• Married couples and partners
• Homeowners
• First-time or recent homebuyers
• Adults helping aging parents
• Individuals without a current estate plan
• Anyone whose estate-planning documents haven't been reviewed in several years
No previous estate-planning knowledge is required.
Agenda
🕑: 09:30 AM
Check-In, Starter Kit & Coffee
🕑: 10:00 AM
Welcome & Host Introduction
Info: Welcome from Conejo Family Education Network
- Meet Laura Bennett
- Workshop objectives
- Educational Disclaimer
🕑: 10:10 AM
Estate Planning 101
Info: What estate planning means
- Who should consider having a plan
- Common misconceptions
- Important life events that may trigger planning
🕑: 10:35 AM
Wills, Trusts & Beneficiaries
Info: Will vs. living trust; Beneficiary designations; High-level overview of how different documents work together
🕑: 11:00 AM
Refreshment Break
🕑: 12:00 PM
Build Your Family Planning Checklist
Info: Guided workbook exercise
- Identify documents already in place
- Identify potential gaps
- Prepare questions for a qualified professional
Where is it happening?
Event Location & Nearby Stays:
USD 0.00 to USD 39.00
