We’ll break down exactly what a will, trust, power of attorney, and healthcare directive actually DO, and why having one without the others leaves dangerous gaps. You’ll discover which documents apply to your specific situation and what is the right combination for your family.

Learn the strategies that keep your hard-earned assets out of probate (which can take 18+ months and cost tens of thousands of dollars), protect your home from being sold to pay for long-term care, and ensure your children inherit what you intend—not what’s left after legal fees and taxes.

Discover why 70% of estate plans fail to work as intended, and the three critical mistakes that cause families to end up in court fighting over your wishes. We’ll show you how to document your wishes so clearly that there’s no room for confusion, conflict, or family drama.

We’ll give you the exact scripts and conversation starters to discuss these difficult topics with your parents, your spouse, and your adult children, without causing tension, defensiveness, or awkwardness. Plus, learn when NOT to have these conversations and what to do instead.

California laws have changed significantly in recent years around digital assets, blended families, and long-term care planning. Find out if your existing documents are now outdated or incomplete—and what you need to update immediately to stay protected.

We’ll reveal the biggest planning mistakes we see families make—like naming the wrong person as trustee, forgetting to fund your trust, failing to update beneficiaries after divorce or remarriage, and assuming your kids will “figure it out.” Each of these mistakes can cost your family $50,000+ in avoidable expenses.