A live, interactive session comparing your options, with real answers to your questions.
Start Time: 5:30 PM
End Time: 7:00 PM
Location: Virtual Seminar (Zoom Webinar)
Badge: Free โ Attend From Anywhere in California
Date: Wednesday, July 15, 2026 at 5:30 p.m. โ Live via Zoom
The Question Every California Family Eventually Asks
Do you need a will, a living trust, or both? Most people have heard both terms but aren’t sure which actually protects their family, or what happens if they get it wrong.
Many attendees come in believing:
- A will alone keeps their family out of probate court (it doesn’t)
- A trust is only for wealthy families (it isn’t)
- Once a trust is signed, their assets are automatically protected (they aren’t, until the trust is properly funded)
In This Session, You’ll Learn
- The real difference between a will and a living trust under California law
- Why an unfunded trust offers no protection at all
- How probate timelines and costs compare to a properly funded trust
- Which option fits different family situations, blended families, minor children, real estate owners
- Live Q&A: bring your specific questions
Why Attend Live Instead of Just Reading About It Online
Estate planning isn’t one-size-fits-all. This format lets you ask about your specific situation directly, rather than guessing which generic article applies to you.
Bonus Offer
All attendees receive a free digital copy of our Living Trust vs. Will Comparison Checklist to reference after the session.
How It Works
- Register and receive your Zoom link by email.
- Attend the live session and ask your questions.
- Optionally, book a private consultation to build your personalized plan.
- Your plan is drafted, reviewed, and signed, at your own pace.
Presented By
Michael Kerr, Estate Planning Attorney
I created this session because I noticed the same handful of questions coming up again and again in client meetings. Rather than answering them one family at a time, I wanted to open the conversation to anyone in California who’s trying to figure out the right path for their own family. Come with your questions, I’ll do my best to answer them clearly and honestly.
