Estate Seminar: Wills, Trusts & Probates

Most people don’t realize the costly gaps in their estate plan—until it’s too late. In this informative seminar, Zia Group teams up with estate attorney Josh Yager of Anodos Law to explore how a simple Estate Audit can help you avoid the most common pitfalls.

In this seminar, we break down essential topics like probate, trusts, guardianships, and how to support aging parents with confidence.
Key Takeaways:
✔ The difference between wills and trusts—and how to know which you need
✔ How to avoid probate and protect your family from costly delays
✔ Why guardianship planning matters, even if you’re young and healthy
✔ The most common estate planning mistakes—and how to avoid them
✔ The cost of waiting and the power of early action

Whether you’re planning ahead for your own future or helping a loved one navigate the process, you’ll leave empowered to take the next step with clarity and peace of mind.

Have Questions? If you’d like to discuss your personal situation or help a parent or loved one with theirs, you’re invited to schedule a no-obligation call with Josh Yager.

📧 josh@trustee-help.com
📞 805-899-1245

📅 Coming This September: Another Seminar!
We’re planning another Estate Planning Seminar this September.
Stay tuned—your invitation will be arriving soon.