 | This workshop walks attendees through a real-world family example—the Jones family—to clearly illustrate what happens when a family relies on a traditional will, and how the outcome changes when a trust-based plan is used instead.
Rather than focusing on legal theory or technical documents, the presentation shows the practical, real-life consequences families experience in each scenario. The goal is to help attendees understand how estate planning plays out for real people. (There is no close, no pricing, and no promotion of services. The presentation is strictly educational.)
Key Topics Covered:
- How a will-based plan works in practice in California
- The role of probate and how it affects families
- How trust-based planning changes the experience for loved ones
- Planning for incapacity using the same family example
Why This Is Valuable for Chamber Members:
- Relevant to business owners, professionals, employees, and families alike
- Easy to understand, even with no legal background
- Engaging and relatable through storytelling rather than legal jargon
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