Living Trust Workshop: Protect Your Family in One Morning

Living Trust Workshop: Protect Your Family in One Morning

Saturday, December 13, 2025 • 10:00 a.m.–1:00 p.m.

2999 Douglas Blvd, Roseville, CA 95661
Hosted by New York Life and Shariawiz

$1,000 individual • $1,500 couple.
20 seats. Lunch provided.

A living trust is clarity for your family when they need it most. It keeps decisions in your hands, avoids probate delays, reduces conflict, protects privacy, and names who will care for children and assets if something happens. This workshop turns intention into signed documents so your loved ones are not left guessing or fighting in court.

You will complete your trust during the session with guided help.

A notary is on site. An attorney will be available for questions. A financial advisor and a CPA will be available for practical next steps.

Typical costs for comparable services can easily exceed $3,940 when done piecemeal. Here you move from plan to signed documents in three hours with peace of mind.

What you will leave with

• A fully executed living trust, notarized on site.

• A funding checklist so you can retitle key accounts and property.

• Answers to common legal, tax, and financial questions.

• Next-step guidance for updating beneficiaries and records.