Estate planning starts with education
Because a good Estate Plan starts with understanding your choices. Our free, in-person seminars explain Living Trusts, Wills, probate, incapacity planning, and how the pieces fit together.
A good education is the first step toward making informed decisions for your family
Estate planning involves choices about you, your family, your property, and the people who may one day be responsible for carrying out your wishes. Those choices are easier to make when you understand how the pieces work together.
Our seminars are designed to give you that foundation—education first, questions welcome, and no pressure to become a client.
Understand how the pieces of an Estate Plan work together
The seminar focuses on the practical decisions families face and the legal tools commonly used to put those decisions into place.
Living Trusts
Learn why a Living Trust is a flexible planning tool, how it may help avoid probate for properly funded trust assets, and why funding the trust is part of making the plan work.
Living TrustsWills & Probate
Understand what a Will does, why a Will alone does not avoid probate, and how probate differs from the administration of a properly funded Living Trust.
Wills & ProbatePlanning for Incapacity
See how an Estate Plan can identify trusted people to handle financial matters, healthcare decisions, and other responsibilities if you cannot act for yourself.
Planning for YouKeeping the Plan Working
Learn why documents are only the beginning and how asset coordination, plan reviews, and support for the people carrying out your wishes help a plan continue to work over time.
Keep Your Plan CurrentA practical conversation—not a sales presentation
The goal is to help you understand the subject well enough to ask better questions and decide what, if anything, you want to do next.
Free and in person
Our educational seminars are offered at no cost and held in person in Yuma so you can learn in a comfortable setting and meet our team.
Learn from estate planning attorneys
Hear straightforward explanations from attorneys who focus on Estate Planning and work with families making these decisions every day.
Bring your questions
You do not need to know the terminology before you arrive. The seminar is designed to help you understand the basics and know what questions to ask next.
The seminar gives you the framework. A consultation makes it personal.
The seminar explains estate planning concepts that apply broadly. A free consultation gives you the opportunity to ask how those ideas apply to your family, your assets, your goals, and any planning you already have in place.
Choosing an attorney to help protect your family is an important decision. If we are the right fit, we can move forward together. If not, we will part as friends.
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You do not need to know anything about estate planning before you come
Seminars are useful whether you are starting from scratch, revisiting an older plan, or helping someone you care about think through important decisions.
Starting from scratch
If you have never created an Estate Plan, the seminar gives you a clear starting point without requiring you to know the legal vocabulary first.
Reviewing an existing plan
If you already have a Will or Trust, the seminar can help you think about whether the plan still reflects your family, assets, and current goals.
Helping someone you care about
If you are helping a parent, spouse, or other family member plan ahead, learning the concepts together can make later conversations and decisions easier.