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Zoom: Estate Planning 101

October 4 @ 9:30 am - 11:30 pm


Instructor: Romy B. Jurado

Early payment membership dues credits can be applied to this class if dues were paid prior to June 8th, 2022.

No matter how big your estate is, one day you will want to pass it on to your loved ones. Starting that process can be daunting and there are many things you need to know about estate planning and the importance of it before you begin.

Estate planning is when you have efficiently planned the disposal of your accumulated estate. When there is an estate plan in place, it helps to make sure that your loved ones are cared for and that the distribution of your estate will be as easy as possible.

If an estate plan is not placed when you pass away your assets will be distributed according to the probate. This could mean that your spouse will only receive a portion of the estate. Along with that any minors you have will their inheritance of minors is controlled by the court.

This course is intended to educate about probate and the importance of having well-written estate planning documents. Topics covered in the class include:

✓ Why do you need an estate plan?
✓ What is probate?
✓ Most important estate planning documents and their definition.
✓ What you can a cannot do with a will
✓ Issues that might arise with probate
✓ Why should you consider a trust?

Registration via the ZOOM link is REQUIRED to reserve your place and join the training session. Computer/Laptop/Tablet with internet access and audio is REQUIRED. 

After registering for the meeting, you will receive a confirmation, click on the zoom link provided.  Follow the instructions containing the Zoom meeting instructions; CLICK “ADD TO CALENDAR” to reserve the time in your personal calendar and save the join instructions.  

Saving the reservation to your calendar will provide an automated reminder about the session as well as the instructions to Join the session with the time comes. 

When it’s time to join the meeting, simply follow the prompts in your ZOOM calendar reservation. From your Computer/Laptop/Tablet, click the URL/link to join the event. Make sure your volume is turned up so you can hear the instructors when they start the session.


October 4
9:30 am - 11:30 pm
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Coral Gables Office
245 Alcazar Ave
Coral Gables, FL 33134 United States
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