Friday, June 20

Your Inheritance Simplified:Real Estate, Relationships & Responsibilities

Simplify inheritance planning! Explore real estate, family dynamics, and responsibilities with expert advice in this engaging workshop.

By Scott Stollar

Date and time

Friday, June 20 · 9:30 - 11am PDT

Location

6005 Hidden Valley Road suite 250, Carlsbad, CA, USA

6005 Hidden Valley Road Suite 250 Carlsbad, CA 92011

Agenda

9:30 AM - 9:40 AM

Welcome and Introduction

Scott Stollar

Begin the day with a warm welcome from our host. Get an overview of the event's themes and the schedule to prepare for an engaging and informative experience.

9:40 AM - 9:55 AM

Understanding the Probate Process

Gain clarity on the probate process, including its steps, timelines, and common roadblocks. Learn how to confidently move through this process and avoid pitfalls.

9:55 AM - 10:10 AM

Inheritance Decisions – Keep, Rent, or Sell?

Discuss the options for inherited property with a real estate expert. This session will explore the advantages and challenges of each choice, helping you make the best decision for your situation.

10:10 AM - 10:25 AM

Managing Family Relationships

Uncover strategies for handling sensitive conversations and maintaining harmony within your family during often-stressful inheritance planning discussions.

10:25 AM - 10:40 AM

Property Management and Financial Tips

Learn how to take charge of property maintenance, manage tenants, and keep accurate financial records when dealing with inherited real estate.

10:40 AM - 11:00 AM

The Emotional Side of Estate Planning

Explore the emotional aspects of inheritance with a mental health expert. Understand how to process stress and emotions while managing your new responsibilities.

Key Takeaways and Closing

End the session with actionable steps and valuable resources tailored to simplify your inheritance planning. Stay connected and encouraged as you move forward with confidence. This concise yet compr...

Please Note

This workshop typically runs for about an hour to an hour and a half. During this time, you’ll gain valuable insights tailored to your needs and have opportunities to engage with experts and fellow a...

About this event

Event lasts 1 hour 30 minutes

Discover Your Path Forward After Inheriting a Home

Have you recently inherited a home and find yourself feeling uncertain about the next steps? You're not alone. Managing an inheritance can feel overwhelming, but it doesn’t have to be. Join us for an empowering workshop that’s here to help you take control of the process and confidently plan your next chapter.

At this event, you’ll gain valuable insights on how to decide what you truly want to do with your inherited property—whether that means selling, renting, renovating, or something else entirely.

We’ll also guide you in creating a clear vision for what you want your life to look like once the process is complete.

Here’s what makes this workshop different:

No Strings Attached – This is NOT another “cash-for-homes” sales pitch. The focus is on YOU and giving you the tools to make informed, empowered decisions about your property and your future.
Free Resources – Probate and trust checklists designed to simplify the sometimes-complicated process of estate administration. These tools will give you clear, actionable steps so you always know what’s next.
Expert Guidance – Learn about strategies and opportunities for managing your inheritance in a way that aligns with your unique goals – whether that involves financial planning, property management, or creating a legacy.

By the end of this workshop, you’ll feel grounded in your decision-making and ready to tackle this next chapter with clarity and confidence. We’re not here to buy your home. We’re here to ensure you have the support, resources, and knowledge to take the right steps for you and your family.

This is your opportunity to turn what feels like uncertainty into a vision for a life you’re excited about. We look forward to seeing you there!

Frequently asked questions

Who should attend this workshop?

This event is ideal for individuals who have recently inherited property and are seeking guidance on how to manage it. Whether you are considering selling, renting, or keeping the property, this workshop will provide valuable insights and resources.

Is there a fee to attend the workshop?

No, the workshop is free of charge. We believe in providing support and resources to those navigating the complexities of inheriting property without adding any financial burden.

Do I need to register in advance?

Yes, advance registration is required to ensure we can accommodate all attendees and provide necessary materials. Please register on our website or contact 760 697 5661 for assistance.

Will there be opportunities to ask questions during the workshop?

Absolutely. We have allocated a dedicated Q&A session towards the end of the event where you can ask personalized questions to our panel of experts. Additionally, you are encouraged to ask questions throughout the workshop.

What is the purpose of this workshop?

The purpose of this workshop is to provide attendees with the knowledge and support needed to make informed decisions about inherited property. We aim to cover all aspects, from legal processes and financial considerations to emotional well-being and family dynamics.

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