Free Estate Planning Workshops in Thousand Oaks

Learn why a properly crafted estate plan is essential. Protect your assets, avoid probate, and achieve peace of mind. Attend a free estate planning workshop in Thousand Oaks to learn more about the significance of protecting your assets and estate planning.

Estate planning topics our workshops cover include:

  • How to avoid the cost and delays of probate

  • Specifying a guardian for minor children

  • How to defuse potential conflict that could arise over the estate

  • Methods to eliminate or minimize estate or transfer taxes

  • Asset protection and preservation from financial predators

  • And so much more!

  • Seating is limited. Free to attend.

Free Estate Planning Workshop in Thousand Oaks

Upcoming Estate Planning Workshops in Thousand Oaks, CA

Our free, informative workshops will explain estate planning and demonstrate how we have made the process simple and affordable. At the workshop you will learn how to eliminate all costs of probate to your family.

Click on the workshop you would like to attend to sign up for free!

Why you need an estate plan

Our informative estate planning workshops discuss the valuable information on how to protect, preserve, and manage one’s estate in the event they pass away or become too incapacitated to make decisions.

You have worked hard to build your assets – your home, investments, personal property – to provide a level of security for your loved ones.

Doesn’t it make sense to work just as hard to protect them in the event something should happen to you? That’s the primary goal of estate planning — to protect, preserve and manage your estate if you die or become disabled. There are methods to structure the ownership of your assets to make it difficult, or even impossible, for others to take them away. Creditors, plaintiffs, unhappy business partners, state and federal agencies — all can threaten those assets. Proper planning can reduce, or even eliminate, those threats long before they appear. Our clients tell us that the peace of mind that comes with planning is priceless.

Why is estate planning and asset protection so important?

Because it allows you to accomplish a number of crucial objectives:

  • Avoid the costs and delays of probate and keep your family matters private.

  • Help ensure that your money and other assets go to the people you choose. Without a plan, California law will determine your beneficiaries.

  • Specify who will care for your minor children if you become unable to do so.

  • Defuse potential conflicts over the distribution of your assets.

  • Eliminate or minimize estate taxes and other transfer taxes.

  • Help ensure that you’re taken care of in the manner you wish if you should become incapacitated and save your family potentially thousands of dollars in attorney’s fees by avoiding a conservatorship court proceeding.

  • Help protect your assets from financial predators.

Thousand Oaks Estate Planning Attorneys

What Workshops Attendees Are Saying

Reviews from people who have attended our estate planning workshops.

“Just finalized my estate plan with Botti & Morison and couldn’t be happier! Their free workshop was fantastic – super informative and gave me a clear understanding of estate planning basics. The whole process, from the workshop to finalizing the documents, was professional and put my mind at ease.”
– Dzi T.
“I attended a workshop with Botti & Morison and was very impressed with the information presented. Chris was very helpful and thorough. It took me a while to decide to start the process because I thought it would be difficult and time consuming, but they made the process easy. I highly recommend Botti & Morison.”
– Ana C.
“We attended the workshop that was offered by their firm. We were glad we went, we learned so much about estate planning and having a trust in place at this workshop that I had not been familiar with. We decided to get a joint trust established with Botti and Morison and they did an amazing job. Chris was attentive, sympathetic, professional, engaging, and most of all experienced with our concerns.”
– Jose T.
“My husband and I would highly recommend Botti & Morrison after our experience having them handle our living trust. Their workshop was very informative (and fun) and the process of setting up our trust was easy. There was someone there, always, to answer questions. And we are confident that any needs we might have arise would be handled in the same professional manner. Plus, they are just very nice people.”
– Dorothy J.
“Our experience with Chris Botti was extremely positive. We first attended one of Chris & Paul’s workshops and we were thoroughly impressed with their knowledge/experience. Then we worked directly with Chris on putting together our estate plan. Chris was extremely helpful in guiding us through the process and made everything smooth and easy for us. We are extremely happy with the results of Chris’s efforts for us and feel very comforted in knowing that he will be there for us in the future.”
– Adam G.

“I’ve had the pleasure of working with Paul Morison of Botti & Morison since 2018 after attending one of their awesome workshops. They simplify and put you at ease of how to get your Estate Planning accomplished. Extremely knowledgeable, quick response, personable and great rates. Plus these guys are available without charging when it comes to just asking questions before, during and after completing your documents, how many attorneys do that!”
– Nadja B.

Register for a Free Estate Planning Workshop Today!

Registering for one of our Thousand Oaks Estate Planning Workshops and learn how to protect your assets and achieve peace of mind knowing that you have taken care of this important task.