2020 Estate Planning Seminar Series

Learn how to take charge of your estate or trusts in these free two-hour seminars hosted at our Larkspur office. Your expert guides will be Lisa Fialco, Estate Planning, Probate & Trust Law Attorney at Kelley & Farren, LLP; and Jeff Woods, Planned Giving Coach.
Feel free to attend any or all of the series.

Pre-registration is required. Call Carolyn at (415) 526.5526 or email: csedway@hbtb.org.
You may also register online by clicking on the links below.

Estate Planning for Singles

Saturday, January 25, 2020 – 9:30-11:30 a.m.

The law provides a default estate plan for every person, but it may not reflect your wishes. Learn about creating a plan tailored to fit your own life and priorities – whether you are single, widowed, or in an unmarried relationship. Know the options for your financial and health care decisions, and ensure that your wishes can be followed after your death.

Register by clicking here.

The Life of Your Estate After Death: Probate and Trust Administration

Saturday, February 29, 2020 – 9:30-11:30 a.m.

Who decides what happens to your assets after your death and how does it work?  By exploring the procedures of settling an estate or a trust, you can learn about carefully choosing who will implement your own plan, and how to prepare for a smooth transfer of assets -large and small –to intended beneficiaries.

Register by clicking here.

Estate Planning:
Your legacy. Your plan. Your way.

Thursday, May 14, 2020 – 5:30-7:30 p.m.

Do you want to have a say in how your personal matters will be handled if you become ill or after your death? Having a plan in place can give you peace of mind and avoid hassle, heartache and costs later. Find out what estate planning involves and why it’s important — for everyone.

Register by clicking here.


Hospice by the Bay
17 E. Sir Francis Drake Blvd.

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