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By the Bay Health

Free Estate Planning Seminar: How to Know if You Need to Update Your Estate Plan

Event Date: Event Date: 03/10/2022

Free Estate Planning Seminar: How to Know if You Need to Update Your Estate Plan

Join us virtually from the comfort of your home for a one-hour seminar. 

Lisa Fialco

Learn from Lisa Fialco, Estate Planning, Probate & Trust Law Attorney at Kelley & Farren, LLP and Jeff Woods, Legacy Giving Specialist at By the Bay Health about how you can start planning now.
Pre-registration is required. All seminars will be held via Zoom and a link will be sent to you via email 2 days before the event and again on the day of the event.

Thursday, March 10, 2022 12:00 pm – 1:00 pm

Even if you have a personalized estate plan, it may be time to reconsider the plan that comes into effect upon your incapacity or death. Learn of legal changes impacting estate planning. Also examine if your plan reflects your current family situation, finances, and personal priorities, or whether it’s time to refine your plan.

Feel free to attend any or all of the series. Register below.

Free Estate Planning Seminar: Your Plan. Your Way.
Free Estate Planning Seminar: The Life of Your Estate After Death

Speaker background:

Lisa Fialco is an attorney and partner of the law firm of Kelley & Farren, LLP, based in San Rafael, California.  She is a Certified Specialist in Probate, Estate Planning, and Trust Law by the State Bar of California Board of Legal Specialization. Lisa develops estate plans with clients to reflect each individual’s priorities and life situation. She also facilitates orderly closure of estates through probate or trust administration. She helps clients work through complex, sensitive issues and achieve peace of mind. Lisa’s background in consumer protection and public service inspires her commitment to demystify estate planning. Lisa presents public seminars on estate planning topics and authored a guidebook to estate administration – “How to Probate an Estate in California – A Step-by-Step Guide,” 24th and 25th editions, published by Nolo Press. Lisa has a B.A. from Wesleyan University (1993) and a law degree from the University of California, Berkeley School of Law (2000).