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Events &
Workshops

Lunch and Learn: 5 Steps for Peace of Mind After a Loved One Dies

March 10, 2021

12:00 p.m.

Administering an estate can feel overwhelming. Where do you start? What needs to be done? How soon do you need to start? Do you need probate? What is that anyway? 

Join Life Transitions Attorney Heather Chubb as she walks you through the minefield of estate settlement and provides a roadmap to bring you peace of mind.

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Webinar: 5 Modern Estate Planning Tips to Protect You and Your Loved Ones

When it comes to protecting your family, your wishes, and everything you’ve worked a lifetime to build, wouldn’t you rather get it right?

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Webinar: Transferring Assets to Your Trust

Congratulations on taking a big step toward keeping control and protecting your loved ones by creating a living or revocable trust! But you are not done yet. For your trust to work the way you expect and intend you need to transfer your assets.

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Seminar: 5 Threats to You, Your Family, and Your Assets

Before you get a Will, Trust, or Estate Plan, you should know that not all plans are created equal.

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Seminar: Planning for Long-Term Care: 7 Steps to Protect Your Independence

The security of your Golden Years is never something to leave to chance. Now more than ever, seniors need help understanding the resources and tools available to them to help secure their independence and pay for long-term care needs during the later stages of life.

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Free Resources

CLIENT Story

Everything was so thoroughly explained and well documented that we never left her office with unanswered questions or felt as though we were forced into decisions on topics which we didn't fully understand. Her entire approach is a refreshing and welcome change from estate planning as usual.
Stacey

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