Rooted in Service,
Built for Generations.
Rooted in Service: A Conversation for Trustees & Successor Trustees.
Everything you've built, passed on the way you intended.
Everything you've built, passed on the way you intended.
Most people are named a successor trustee long before they understand what it means. The paperwork gets signed, the binder goes in a drawer, and years pass. Then the day comes, and the questions start all at once.
This workshop is for the people holding that role, the parents deciding who to name, and the families who own a home and aren't sure what happens to it. No legal jargon, no sales pitch, just a clear picture of what's ahead.
• Saturday, December 5 11:00 AM - 1:00 PM (Doors open at 11:00 AM) - RSVP by November 27
• The Vineyards exact address emailed when you register
• Free to attend light lunch provided I Presentation begins at 11:30 AM
Rooted in Service,
Built for Generations.
–– A FREE WORKSHOP FOR HOMEOWNERS, SUCCESSOR TRUSTEES, AND HEIRS
Everything you've built, passed on
the way you intended.
Everything you've built, passed on the way you intended.
Most people are named a successor trustee long before they understand what it means. The paperwork gets signed, the binder goes in a drawer, and years pass.
Then the day comes, and the questions start all at once.
This workshop is for the people holding that role, the parents deciding who to name, and the families who own a home and aren't sure what happens to it. No legal jargon, no sales pitch — just a clear picture of what's ahead.
• Saturday, December 5 11:00 AM - 1:00 PM
• Northridge, California exact address emailed when you register
• Free to attend light lunch provided
–– A FREE WORKSHOP FOR HOMEOWNERS, SUCCESSOR TRUSTEES, AND HEIRS
Everything you've built, passed on the way you intended.
Most families never get a plain explanation of what happens to the house –– until they're in the middle of it. One afternoon, in plain English, on how to decide it in advance and on your own terms. Nothing sold, no one pitched.
• Saturday, December 5 11:00 AM - 1:00 PM
• Northridge, California exact address emailed when you register
• Free to attend light lunch provided
–– YOUR HOSTS
Two trusted voices for your next chapter
One of us writes the trust. One of us sells the house. Between us we have seen how this goes when a family is ready, and how it goes when they are not.
– CAN'T MAKE IT OR WANT IT IN WRITING?
The whole presentation,
in your inbox
The whole presentation,
in your inbox.
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–– YOUR HOSTS
Two trusted voices for your next chapter
WHAT YOU'LL WALK AWAY KNOWING
Five answers.
One Afternoon.
Five answers.
One Afternoon.
Five answers.
One Afternoon.
Five specific things a successor trustee or person choosing one needs to know before that day arrives.
01
Who Steps in and Who Speaks Up when there is No Trust, but there is a Home and other Assets?
When you own a home and other assets, but do not have a Trust, the laws of Probate apply and lead to expensive and delayed distributions to your heirs (regardless of how you felt about them).
02
Understanding the Role and Responsibilities of a Successor Trustee.
The role of successor trustee may sound like a mere formality, but it's one of the most important roles in case of your incapacity or passing.
03
What Happens During a Trust Administration, when the Homeowner has passed?
A general understanding of what a trust administration entails can help you select the right person for the job of successor trustee.
04
Managing the Family Home and its contents After a Loved One Passes.
The emotional toll of the death of a loved one is real; so is the importance of how their assets and belongings are properly handled.
05
Understanding Your Options for Selling or Transferring Real Estate.
Timing, condition, and preparation of the home for sale or inheritance are necessary considerations for your successor trustee or executor.
BEFORE YOU DECIDE
What this is not...
What this is not...
You've probably been invited to a free seminar before and left feeling handled.
Here's what we've ruled out on purpose.
Nothing is sold in the room. No annuities, no insurance, no living trust package at a special price if you sign today.
Nobody will hand you a pen.
No one calls you afterwards. If you'd like to speak with either of us, you tell us. Attending doesn't put you on a call list (unless you give us permission)
You don't have to be planning a move. People in the room won't be selling anything. Knowing your options is useful on its own.
Bring whoever you want. Adult children, a neighbor, the friend who's been meaning to sort this out. Seats are free.
Nothing is sold in the room. No annuities, no insurance, no living trust package at a special price if you sign today.
Nobody will hand you a pen.
No one calls you afterward. If you'd like to speak with either of us, you tell us. Attending doesn't put you on a call list (unless you give us permission).
You don't have to be planning a move. People in the room won't be selling anything. Knowing your options is useful on its own.
Bring whoever you want. Adult children, a neighbor, the friend who's been meaning to sort this out. Seats are free, but RSVP required.
Seating is intentionally limited to allow for meaningful discussion, if time permits.
Registration is required. The count is what we use to set up the room and plan lunch.
Seating is limited on purpose.
Register and we will email you the exact address and parking directions. Afterward, you have the option of receiving the slide deck by email, so you can read them at your own pace and forward them to your children.