FREE WEBINARS
Learn first, at your own pace.
Plain-English education from Portia M. Wood, Esq. Free, on demand, and open to everyone.
ON DEMANDESTATE PLANNING
Wills, Trusts and Generational Wealth
What a will can and cannot do, why many families choose a living trust, and how to pass on more than money.
Save my seatON DEMANDPARENTSEstate Planning for Families with Minor Children
Guardians, trusts for minors and how to make sure your children are cared for the way you would want.
Save my seatON DEMANDSUCCESSOR TRUSTEESSuccessor Trustee School
Your duties, the first steps, common mistakes and how to protect yourself, explained in plain English. Runs 45 to 60 minutes.
Save my seatCOMING SOONPROBATECalifornia Probate: What Families Need to Know
How California probate works, what the court expects and what you can do now.
Get notifiedCOMING SOONTRUST ADMINISTRATIONCalifornia Trust Administration
What happens after a trustmaker passes, the notices California requires and how a trust is settled.
Get notifiedNot sure which one fits? Answer a few questions and we will recommend one.
The best time to plan is while everything is calm.
Two minutes of questions. Then you will know exactly where to go next.