Protecting your home and the people you love doesn’t have to be confusing. Join the Heart & Home Team this Saturday, September 20th, from 10:00 AM–12:00 PM for a practical, no-pressure Trust Seminar with estate planning attorney Sarah M. Rinelli, Esq. of Rinelli Law Group, P.C.
Where: Seven Gables Real Estate — 229 N Glassell Street, Orange, CA 92866
Perks: muffins + mimosas and plenty of time for Q&A
Why this matters
If you own a home (or plan to), a well-crafted estate plan helps your family avoid probate, reduces delays and expenses, and makes sure your wishes are honored. In two hours, you’ll learn exactly what you need—and what you don’t.
What we’ll cover
Revocable Living Trusts vs. Last Will & Testament (what’s the difference and when to use each)
Financial Power of Attorney (who can act if you can’t)
Advance Healthcare Directive (medical decisions + HIPAA)
Capital gains and property inheritance tax considerations for homeowners
How to title your home correctly so the plan actually works
Special event pricing (50% off)
Attendees are eligible for our $899 Estate Plan Package (regularly $1,798), which includes:
Revocable Living Trust
Last Will & Testament (“Pour-Over Will”)
Financial Power of Attorney
Advance Health Care Directive
Certification of Trust
Asset Transfer Documentation
Preparation of 3 deeds
Clear, complete, and designed for California homeowners.
Who should attend
Orange County homeowners who don’t yet have a trust
Families who created documents years ago and need a refresh
Anyone planning a home purchase and wanting their plan ready on Day 1
Adult children helping parents get organized
About the presenter
Sarah M. Rinelli, Esq.
Rinelli Law Group, P.C. — Estate Planning & Trusts
Hosted by
Amber Smyser & Jennifer White
Heart & Home Team | Seven Gables Real Estate
Save your seat
Space is limited so we can keep the seminar conversational.
RSVP:
Call/Text (714) 875-2753 or email info@HeartandHomeFamily.com
What to bring
Basic info on your property and beneficiaries
Questions! (We’ll have open Q&A at the end.)
Friendly reminder
This event is for educational purposes and does not create an attorney-client relationship. Individual situations vary—please seek personalized legal advice before acting.
We can’t wait to see you Saturday and help you protect your home, legacy, and loved ones.
