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Estate Planning: Understanding the Basics


Location: Room 101, 455 County Center, Redwood City, CA 94063

Course information

Highlights include:

  • Discuss important reasons for estate planning.
  • Determine ways property can be transferred upon death.
  • Examine the process involved with intestate succession and probate.
  • Recognize important features of wills.

Participants who attend this course will have a greater understanding of the estate planning process in general.  Participants will learn about an easy 3-step process to set up an estate plan.  In addition, this course will help simplify the terminology and jargon used by the financial planning and legal profession.  Each participant will receive a 50-plus page workbook, which reviews each topic covered and provides resources and a glossary for future use. Workbooks are only available to attendees.