Estate Planning Webinar

Watch the full recording of last month's webinar, either below or on our Cal Coast YouTube Channel, that covers all things Estate Planning. Learn everything you need to know about preparing and protecting your assets and legacy for the future. There's even a special guest speaker from our partner, Trust & Will, that you won't want to miss!

Watch Webinar:


Webinar Date: May 19, 2021 at 12pm

Summary: Join us to discuss the most common questions surrounding estate planning and why it is important to set up a plan that will protect you and your loved ones. Presented by Patrick Hicks, Head of Legal at Trust & Will, topics will include the elements that make up a strong estate plan, the key differences in the most common types of estate planning documents, and how to choose a plan that is the best for your individual needs.

 
Find out how you can save 15% on Trusts, Wills and Guardianships by simply being a Cal Coast member!