Estate planning Seminars
Free Online Estate Planning Seminars
We are proud to offer these informative seminars — at no charge.
- You are welcome to attend any or all of these seminars.
- Pre-registration required.
- All seminars will be held via Zoom®
- For questions about seminars or help with registration, please call (415) 526-5500.
Learn from recognized experts in the field of estate planning:
- Lisa Fialco
Estate Planning, Probate & Trust Law Attorney
Kelley & Farren, LLP
- Jeff Woods
Legacy Giving Specialist
By the Bay Health
Why Estate Planning Especially Matters for Unmarried People
February 23, 2023, Noon–1 p.m.
The law provides a default estate plan for every person. Sometimes the default plan does not reflect your wishes. Learn about creating a plan to fit your life and priorities – whether you are single, widowed, or in an unmarried relationship. Consider options for your financial and health care decisions, and ensure that your wishes can be followed after your death.
How to Know if You Need to Update Your Estate Plan
March 30, 2023, Noon–1 p.m.
Is it time to re-consider the plan that comes into effect upon your incapacity or death? Learn of legal changes impacting estate planning. Get tips for examining your existing plan and deciding if it reflects your current family situation, finances, and personal priorities, or whether it’s time to refine your plan.
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.