Listings & Legacy: 30-Minute “Lunch & Learn” for California Agents

Here is a Video introduction from our Hosts! Click Here

Designed specifically for California real estate professionals who want more listing opportunities and stronger long-term client relationships.

In this fast-paced, high-value 30-minute session, you’ll learn:
• Why 9 out of 10 homeowners in your database and farm do not have a living trust in place — and what an incredible opportunity that creates for you to help them
• A repeatable system for generating new listings while becoming your clients’ trusted go-to agent for life
• Ready-to-use templates, invites, and follow-ups you can start applying immediately

This isn’t a sales pitch — it’s a value-packed session that’s 100% free. We’re not selling you anything. Our goal is to give you practical tools and a proven system that helps you stand out, build trust, and create lasting impact in your community through estate planning education.

This approach helps agents have meaningful conversations with homeowners—without sales pressure, paid leads, or cold calls. By incorporating estate planning awareness into your business, you’ll show clients that you genuinely care about protecting their family and legacy—making you the go-to agent for life.

Join us and discover how to make estate planning the most powerful relationship-building tool in your real estate business — so you can create more listings, earn more referrals, and keep your clients for life.

P.S. Can’t make it this Tuesday? Register anyway and we’ll send you the link for next week’s session.