Free Trust Administration Workshop

Join our online workshops. Attendees will learn about the post-death administration process. PLUS, receive credit towards your estate plan.

Online
Join us online from your home!

Daily

On Demand

This will be a time.ly form

Call us to RSVP! (707) 754-0977

At Our Free Workshop, Attendees Will learn:

How your assets will be distributed after your death.
What the role of your Successor Trustee entails.
How the trust administration process works.
Why a married couple must have their trust administered twice.
How to ensure asset protection for your beneficiaries.
The cost of trust administration.

What steps need to be taken to properly administer my trust after my death?
How can I ensure that my Successor Trustee will know what to do?
Will my Successor Trustee need help from an attorney?
How can I be sure my wishes will be followed?
How much does it cost to administer my trust?
How long does the trust administration process take?

See Why People All Over California Trust Celaya Law

“Celaya Law has been our go-to for estate work and questions. Anthony and Meghan are not only knowledgeable but thorough and prompt with their work. Our clients have been very happy with their work and service. “
– Kent Kuhlmann
President & Chief Advisor, Kuhlmann Associates Financial

“I have worked with Anthony for several years with a variety of clients. I am impressed with his process of getting to know the client and their specific needs and his follow up education as the clients complete the work. Estate Planning can be a daunting task, but Anthony breaks it down to simple steps and explains as he goes. Clients understand what they have when he is done.”
– Chal Daniels
Founder & Financial Advisor, Harvest Financial

“Our firm has worked with Celaya Law for many years. We refer clients to them because of the quality of their work. They are thorough, knowledgeable, supportive and insightful. They find solutions to estate issues when we’ve been at a loss. Celaya Law has been great at achieving what is best for each of our clients – always explaining planning and preparation in terms that are understandable.”
– Kelley DeGarmo
LPL Financial

Call us to RSVP! (707) 754-0977

Join Our Live Webinar from Home

About Our WorkShop

Families deserve an easy transition and certainly a feeling of security. At the workshop, attendees will discover how to plan ahead so they can take care of their family and get peace of mind today.

This workshop is for local residents who may have an estate plan in place, or not one at all. The circumstances in their lives may have changed, or they may have no idea how to even begin planning.

Our free workshops are designed to give families step-by-step estate planning methods they can apply to their personal and financial circumstances today.

RSVP for our workshop and learn proven steps to:

Protect their children’s inheritance.
Ensure their intentions are clearly written.
Minimize the burden on their spouse and children.
Pre-select someone they trust to carry out their wishes.
Prevent family confusion and fighting.
Avoid probate court and keep their affairs private.

Meet the Presenter

Anthony Celaya will show attendees how to plan ahead to protect their family, home and assets.

Anthony is a father of six and an estate planning attorney in Napa Valley. He has prepared hundreds of estate plans for Napa and Solano residents. Anthony will show attendees proven strategies he uses everyday to serve families.

Frequently Asked Questions

What is a Living Trust?

A Living Trust allows parents to select who will manage and inherit their assets if they become disabled or pass away. At the workshop, attendees will learn whether they need one.

How Will This Workshop Help Me?

Attendees will walk away with a clear strategy to protect their family and assets. Our goal is to debunk all the myths of estate planning and give them the tools they need.

How is This Different From Seminars?

Unlike seminars, we won’t overwhelm attendees with information. Our workshop will give attendees step-by-step tips they can tailor to their unique situation.