DONATE
Why Legacy Planning Matters
Many people put off estate planning because they believe they do not need it, cannot afford it, or simply have not had the time to get started. Without an estate plan, you may not have control over important decisions involving your medical care, property,and finances.
Estate planning can help you age with dignity and autonomy. An advance health care directive lets you choose medical care. A trust protects your family from costly Medi-Cal recovery. A power of attorney saves your family significant legal expenses when accessing your finances for your care.
This workshop will empower you to know what steps you can take now, no matter your income or the size of your estate.
What You'll Learn
Join us for a FREE Estate Planning Workshop and learn:
- Do I need a will?
- Does my family need a trust?
- What is an Advance Health Care Directive?
- What is a Power of Attorney?
- How should I review my beneficiaries?
- When should I update my estate plan?
At this workshop, registered guests will receive a one-on-one appointment with a volunteer law student or legal professional. These workshops may be available in different languages.
Facts About
Estate Planning
Only 44% of Americans have an estate plan, including a will. (source: Trust and Will's 2026 estate planning report)
Procrastination is the top reason cited for not having a plan: 43% say they "haven't gotten around to it." (source: caring.com)
Estate planning is important even if you believe you don't have enough assets to justify it.
Without a will, the state determines how assets are distributed; often delaying the process, increasing costs, and creating family conflict.
Probate can take 9-18 months and cost your family thousands in legal fees.
It is never too early to draft an estate plan.
Estate Planning Checklist
Will.
Decide who gets your assets and who will care for your children.
Trust.
Some estates are best managed with this legal tool.
Power of Attorney.
Allow someone to make financial or legal decisions for you.
Advance Health Care Directive.
Explain your medical wishes and name a person to make decisions if you cannot.
Beneficiaries.
Review designations on life insurance, retirement accounts,
and other bank accounts to choose what happens after your life.
Review.
Revisit your plan after major life changes (marriage, birth, death, home purchase, etc.).
Contact Us
Serving Southern CA for Over 30 Years.
Hours:
Monday through Friday 9AM – 5PM
appointment required
Affordable Housing Clearinghouse is a non-profit organization that provides financing for affordable housing and homeownership.
Quick Links
Education Links
Let Us Help
Get in touch if you’re having problems, need something specific or have questions about of our services.
Affordable Housing Clearinghouse is a 501 (c) (3) non-profit organization. | EIN:33-0489568