(415) 927.2273

By the Bay Health

Estate planning Seminars

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The Life of Your Estate After Death

May 4, 2023, Noon–1 p.m.

Who decides what happens to your estate after your death and how does it work? By exploring the process of settling an estate or a trust, you can learn about choosing wisely who will implement your plan and how to prepare for a smooth transfer of assets — large and small — to intended beneficiaries, while limiting administrative hurdles and expenses.

We are proud to offer these informative seminars — at no charge. Learn from recognized experts in the field of estate planning: Lisa Fialco, Estate Planning, Probate & Trust Law Attorney at Kelley & Farren, LLP; and Jeff Woods, Legacy Giving Specialist at By the Bay Health

  • You are welcome to attend any or all of these seminars.
  • Pre-registration required. Fill out the form below.
  • All seminars will be held via Zoom®
SSV23C - May 4, 2023