FREE EDUCATIONAL EVENT
LOVE, LEGACY & PEACE OF MIND
The Ultimate Valentine's Gift for Your Family
đź“… Tuesday, February 17th, 2026
đź•• 6:00 PM Pacific (Check-In Starts at 5:30 PM)
đź“Ť Brass Bear Uptown, 3302 McCaw Ave, Santa Barbara, CA 9310
Join us for complimentary wine, charcuterie, and straight talk about protecting the people you love most.
"I Love You" is a promise.
An Estate Plan is the proof.
You say “I love you” to your spouse, your kids, your grandkids. But if something happened to you tomorrow, would they actually be protected? Or would strangers make decisions about their future?
Most people think estate planning is about death. At Santa Barbara Estate Planning & Elder Law, we know it’s actually about life: the life of your spouse, your children, and the legacy you’ve worked so hard to build.
Here’s the reality: 67% of Americans have no plan. Without one, the state decides who raises your kids, who gets your assets, and who makes medical decisions if you can’t.
This year, move past the flowers and chocolates for Valentine’s Day.. Give your family something that lasts: the security of knowing exactly what happens if the unexpected occurs.
JOIN OUR FREE EDUCATIONAL EVENT
Whether you’re a busy parent juggling work and family, someone
We know estate planning feels overwhelming. Where do you even start? What documents do you actually need? How do you have these conversations with your family?
That’s exactly what this class is for. We’re going to teach you how to start the process—step by step, in plain English, with no pressure and no confusing legal jargon.
Whether you have nothing in place yet or you created documents years ago that need updating, you’ll walk away knowing exactly what to do next to protect the people you love most.
for aging relatives, or simply ready to check this important task off your list, understanding the fundamentals of wills, trusts, and estate planning is easier than you think. We’re here to cut through the legal jargon and give you practical, actionable guidance you can actually use.
WHAT YOU'LL DISCOVER
What happens to your house and bank account if you become incapacitated or pass away without an estate plan? (Hint: It’s expensive and public.) We’ll walk through exactly what the default legal process looks like when families haven’t planned ahead.
Why a “handshake agreement” with a relative isn’t enough to keep your children or grandchildren out of the foster care system during a crisis. Learn what legally binding documents actually protect your kids.
How to keep your family’s private business out of the public probate courts. Discover strategies that keep your affairs confidential when it matters most.
How to shield your hard-earned assets from lawsuits, creditors, and those who might take advantage of vulnerable family members. Learn California-specific strategies for asset protection.
Smart strategies to reduce or eliminate estate taxes and keep Uncle Sam’s hands out of your family’s pockets. We’ll cover what California families need to know about tax-efficient planning.
How to ensure your biological children are protected while still providing for your spouse. Navigate complex family dynamics with clarity and fairness, without family fights after you’re gone.
How to prevent inheritance battles, sibling disputes, and family drama. Learn how proper planning can actually strengthen family bonds instead of tearing them apart.
MEET JULIANNA:
YOUR ESTATE PLANNING GUIDE
As an experienced estate planning attorney, (and fellow navigator of life’s complexities), Julianna has witnessed the peace of mind that comes with a well-crafted estate plan. She’s here to debunk the myths and clear the fog around estate planning with straightforward, actionable advice.
BECAUSE "FOREVER" REQUIRES A PLAN
This isn’t a sales pitch; it’s an educational evening designed to give you the knowledge and confidence to move forward with your planning. We’ll save plenty of time for your questions, and you’ll leave
Flowers wilt and chocolates disappear. Yet a properly structured Estate Plan protects your family for generations.
This free class will give you:
âś“ Clear answers about what happens if you don’t plan
âś“ Real scenarios showing how families are protected (or left vulnerable)
âś“ Specific action steps you can take immediately
âś“ Time for your questions in a judgment-free space
âś“ A complimentary estate planning checklist
REGISTER NOW
Space is limited to ensure all questions are answered.
knowing exactly what steps to take next to protect your assets and the people you love.