Special Needs Planning

Client Workshops

An estate plan works best when it’s kept current — and at Legacy, helping you do that doesn’t stop the day you sign your documents. Our seminars and webinars are where we stay connected, sharing updates that affect your plan and answering the questions that come up along the way. We also see these events as a chance to build relationships that go beyond just you — with your children, your successor trustees, and everyone who’ll one day help carry out your wishes. So please, bring them along. We’d love to meet your whole circle. Take a look at our upcoming events below and register for the ones that fit your family.

Topics May Include:

  • How to Keep Your Estate Plan Up to Date
  • What to Do When a Loved One Dies
  • Updates in the Law & How They Affect Your Estate Plan (as needed)

Here is where the plug-in for the event management goes. 

If there are no events scheduled, the copy should default to: 

“We are currently planning our next set of client events! We’ll be back soon with more great experiences and learning opportunities. Check back soon or sign up for our newsletter to be the first to know.”

There should then be a sign up form that connects to mail chimp to register for the email newsletter.

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Your Local Estate & Legacy Planning Guidance Located & Serving Clients in San Diego, California and Nearby Communities

Locations Served

Tierrasanta, Clairemont Mesa, Mission Valley, Fashion Valley, North Park, Hillcrest, Bankers Hill, University Heights, South Park, Barrio Logan, Golden Hill, Balboa Park, La Mesa, Chula Vista, Bonita, Eastlake, Otay Lakes, Miramesa, Rancho Penasquitos, Poway, Ocean Beach, Mission Beach, Crown Point, Bird Rock, La Jolla

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