Local estate-planning education
A practical overview for Woodland Hills families.
Woodland Hills residents often want a convenient, local way to understand living trusts before signing documents or updating an older plan. The workshop explains how the pieces fit together and what follow-through is required after documents are signed.
The Woodland Hills page highlights the difference between signing a trust and funding it, the responsibilities of a successor trustee, and the importance of powers of attorney and health-care directives.
Topics especially relevant to this workshop
- Funding a trust after signing
- Reviewing title to real property
- Naming financial and health-care decision-makers
- Coordinating beneficiary designations
- Updating a plan after significant family or financial changes