Broker Check
27 March
Private Monthly Briefing: Estate Planning 101

Description

Join us on Thursday, March 27th at 12:00pm PT to hear attorney, Cindy Myers, discuss the basics of estate planning. During the briefing, she’ll discuss California probate rules, trusts and wills, why a comprehensive estate plan is needed, the importance of funding a trust, and the various components of a proper estate plan.

 

Cindy earned her J.D. from Trinity Law School. While in law school, she was selected to serve as a Student Attorney for the Trinity Law Clinic at the Orange County Rescue Mission and was an American Jurisprudence Award recipient. Cindy has devoted her decade long practice of law to the field of estate planning and probate. As the founder and managing attorney of Coastal Estate Planning, P.C. she leads a team of equally devoted professionals.

 

Sign up above, and we’ll see you on the 27th.

Date and Time

Thu, Mar 27, 2025

12:00p - 1:00p PST

Location

Zoom Webinar

PT1H

Event Registration

Will you be able to attend this event?