Closing The Estate: What You Need to Know About Probate, Property & Planning

Our Panel of Professionals will be prepared with discussion topics of the most commonly asked questions in each area of expertise and how they work together for all of your planning needs.


🔹 Live Q&A with Industry Pros – Hear directly from a panel of trusted professionals including an attorney, realtor, title closer, mortgage lender & insurance expert.


🔹 Avoiding Common Pitfalls – Get expert advice on title issues, insurance coverage gaps & financial missteps that can delay or complicate closing the estate.


🔹 Wills vs. Trusts: What’s the Difference? – Learn which option is best for your family, your assets, and your legacy.


🔹 Who Gets What? And Who Decides? – Understand how to clearly name beneficiaries, assign responsibilities, and prevent future family disputes.


🔹 Estate Planning Isn’t Just for the Wealthy – Whether you own a home or have a simple savings account, you’ll learn how to protect what matters most.


This is a free event, open to the public.
Your RSVP is encouraged.


Filling out the survey linked below will help our team determine what resources we can provide to make it as easy as possible to prepare our Panel of Professionals.


Survey: https://docs.google.com/forms/d/e/1FAIpQLSdk0UQD08iiSCO92Ab-_EiizsHqa9LdyPF5oSG-ralFmGWcWw/viewform