Special Needs Planning

Public Workshops

Not sure where to begin with estate planning? Our free seminars and webinars are designed to meet you right where you are — whether you’re learning the difference between a will and a trust, exploring what it really means to plan a legacy, or figuring out how to protect your children if something happens to you. At Legacy, we believe good decisions start with good information, and we’re glad to share ours with you, no strings attached. It’s also a low-pressure way to get a feel for who we are before you ever book a consultation. Browse our upcoming events below and register for the one that fits your life.

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

“We are currently planning our next set of 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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