Free Educational Webinars
Learn estate planning basics from attorney Portia M. Wood. No obligation. Completely free.
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Upcoming Webinars
Estate Planning Essentials
Learn the fundamentals of creating a comprehensive estate plan. Portia covers wills, trusts, powers of attorney, and healthcare directives.
When: Thursdays at 2 PM Pacific
Duration: 60 minutes
Topics Covered:
- •What is estate planning?
- •Wills vs. Trusts
- •Powers of attorney
- •Healthcare directives
Avoiding Probate
Discover how proper planning can help your family avoid the probate process entirely, saving time and money.
When: Saturdays at 10 AM Pacific
Duration: 60 minutes
Topics Covered:
- •What is probate?
- •Probate costs and timeline
- •How to avoid probate
- •Living trusts
Trust Administration
If you've been appointed as a successor trustee, learn your duties, responsibilities, and how to administer a trust properly.
When: Mondays at 6 PM Pacific
Duration: 90 minutes
Topics Covered:
- •Trustee duties
- •Asset inventory
- •Beneficiary notification
- •Distribution process
What to Expect
Educational Content
Comprehensive overview of estate planning topics from Portia
Q&A Session
Opportunity to ask your questions directly to Portia
Resources
Downloadable checklists and guides sent to your email
Recording
Access to the video recording if you attend live
Ready to Learn More?
Join one of our free webinars and take the first step toward understanding your estate planning options.