
Life and Legacy Planning Presentation
Learn how to protect everything you love — and make the best legal and financial decisions for your family, your assets, and your future.
Estate planning is one of the most important things you’ll ever do for the people you love.
But here’s the truth: it’s not just about getting documents in place.
In today’s world, you can find a form online, download it in minutes, or even have AI draft it for you. It might feel like you’ve “checked the box” and protected your family.
The reality? Most DIY plans — and even many lawyer-prepared plans — fail when they’re needed most.
Why? Because estate planning is not a one-size-fits-all transaction. It’s a process of making the right legal and financial decisions for your unique life, assets, and relationships.
Without the right guidance:
– Critical decisions go unmade.
– Important assets get left out.
– Legal requirements in California get overlooked.
– Your plan becomes outdated — or simply doesn’t work.
And when that happens, your loved ones are left dealing with court, conflict, and unnecessary costs — right when they should be focusing on each other.
In This Free, In-Person Presentation, You’ll Learn:
Why true estate planning is so much more than filling out forms or signing a trust.
How to protect your family from avoidable legal messes and financial stress.
The hidden risks of DIY and AI-generated documents — and how to avoid them.
The essential legal decisions every adult should make before a crisis hits.
- How to create a plan that actually works when your family needs it most.