I am thrilled to announce the first annual estate planning workshop in Chester, CA on Wednesday, July 23, 2014 from 5-7 pm!
Details: Wednesday, July 23, 2014 5-7 pm (Best Western Rose Quartz Inn, Chester, CA)
Contact us at 530-616-8464, complete the registration and payment information over the phone, and you’re all set! If the workshop is sold out (10 people maximum), send us an email and we’ll notify you of our next workshop. For more information, contact us. Only 10 spots available and signups end on July 16th.
For many people, the process of doing an estate plan sounds like a daunting task. And, it can be! But getting your financial house in order is incredibly important and lessens the stress on those you leave behind. For those who cannot realistically imagine taking the time to do more in depth estate planning or for those who would rather have a simple and affordable estate plan, this workshop is for you!
I offer a 2-hour workshop, designed and led by myself, Maija West, that makes it easy and affordable to complete your basic estate planning documents in an afternoon or evening. Our goal is to make it so easy to get a will that you’d stop making excuses and mark that big “to-do” item off your list once and for all.
After completing one of our workshops, you’ll have the following official documents:
- Your personalized Will
- Advance Health Care Directive to appoint your healthcare agent
- Power of Attorney for Finances to appoint your financial agent
- Nomination of Guardian to appoint caregivers for your minor children, if applicable
During the workshop, Maija (pronounced “Maya”) will explain what all of these documents do, how they work, what you need to do to ensure their effectiveness, and when this basic estate plan may need to be updated into a living trust. You’ll leave knowing how to take advantage of the beneficiary designation forms that come with your financial accounts. Finally, you’ll understand what probate is and possible maneuvers to avoid it.
A natural educator, Maija loves leading these workshops. She’s engaging and uses humor to break it all down in easy-to-understand terms. She has a warm and approachable style, inviting as many questions as needed to have every attendee walk away empowered and confident with their new estate plan.
The cost of the workshop for individuals is $199 (Lassen/Plumas County residents only)
The cost of the workshop for married couples or CA Registered Domestic Partners is $299 (Lassen/Plumas County residents only).
HOW TO REGISTER
Contact us at 530-616-8464, complete the registration and payment information over the phone, and you’re all set! If the workshop is sold out (10 people maximum), send us an email and we’ll notify you of our next workshop.
When you register, you (and your partner, if applicable) will be contacted and interviewed over phone. Some answers you may want to think about for a while, so it’s best not to wait until the last minute to make these decisions. You may also need time to have conversations with people regarding their possible role as caregiver of your children or financial matters. Give yourself plenty of time to think about these things and confirm caretakers of your estate. Once you have, the interview process itself only takes about 30 minutes to complete.
After you complete the phone interview, we may contact you if we have any additional questions (via phone or email). When you arrive for the workshop, your personalized documents will already be waiting for you. If you desire private counsel, there will be an opportunity to meet with Maija privately. If you change your mind about anything during the workshop, we can modify and reprint the documents and get them to you by the next business day. It’s important to us that you leave the workshop fully satisfied.