Trusts, Probate, & the 21 Responsibilities Trustees Need to Know

Trusts and probate are essential aspects of estate planning that many people, especially mature adults should be aware of.

Many people put their home in a Trust to avoid Probate, but the Trustees are not sure what to do. One common challenge is the distribution of real estate assets because it requires an understanding of local real estate laws, taxes and market trends along with the overall goals of ALL the family members involved.

Another challenge faced by trustees and executors is coordinating the various services needed to prepare a property for sale, such as decluttering, house and yard cleaning, and managing repairs/renovations.

Come to this Lunch ‘n Learn Seminar to get the full scoop on things you need to know, so you can overcome the challenges ahead and create a legacy. Guest Speaker Julianna Malis, Estate Planning & Trust Attorney of Santa Barbara Elder Law will be speaking on Trusts and Probate, and Melissa Tierney Real Estate Planner will be speaking on the 21 Responsibilities Trustees need to be aware of.

Lunch is provided & seating is limited, registration is required – please call/text Melissa Tierney to secure your spot: 805-456-3667