Broker Check
26 March
Private Monthly Briefing: Estate Planning 101

Description

Join us on Thursday, March 26th at 12:00pm PT for a timely and practical discussion on the fundamentals of estate planning with estate planning attorney, Cindy Myers.

During this educational briefing, Cindy will cover:

  • An overview of California probate rules
  • The differences between wills and trusts
  • Why a comprehensive estate plan matters
  • The importance of properly funding your trust
  • The key components of a well-structured estate plan

Whether you have an existing plan in place or have been meaning to put one together, this session will provide clarity around the decisions that protect your assets and your family.

Cindy earned her J.D. from Trinity Law School, where she served as a Student Attorney for the Trinity Law Clinic at the Orange County Rescue Mission and received the American Jurisprudence Award. Over the past decade, she has dedicated her practice exclusively to estate planning and probate. As the Founder and Managing Attorney of Coastal Estate Planning, P.C., she leads a team focused on helping families build thoughtful, legally sound plans.

We hope you can join us for this informative session. Please register below to reserve your spot.

Date and Time

Thu, Mar 26, 2026

12:00p - 1:00p PST

Location

Zoom Webinar

PT1H

Event Registration

Will you be able to attend this event?