Estate Plan Review Workshop July
Wed, Jul 08
|A.L. Harvey Law
Life Changes. Has Your Estate Plan? Most estate plans are not "set it and forget it" documents. Life changes, families change, assets change, and laws change. This workshop is designed for individuals and families who already have an estate plan and want to ensure it still reflects their goals.
Time & Location
Jul 08, 2026, 4:30 PM โ 5:30 PM
A.L. Harvey Law, 195 Cherry Ave, Auburn, CA 95603, USA
About the event
Life Changes. Has Your Estate Plan?
Most estate plans are not "set it and forget it" documents. Life changes, families change, assets change, and laws change. This workshop is designed for individuals and families who already have an estate plan and want to ensure it still reflects their goals and circumstances.
Topics Include:
Five life changes that should trigger an estate plan review
Trustee and beneficiary updates
Trust funding issues
Tickets
Seat Reservation
This saves your spot at the seminar
$100.00
Total
$0.00