Your Inheritance Simplified:Real Estate, Relationships & Responsibilities
Overview
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 workshop, 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!
Good to know
Highlights
- 1 hour 30 minutes
- In person
Location
6005 Hidden Valley Road suite 250, Carlsbad, CA, USA
6005 Hidden Valley Road
Suite 250 Carlsbad, CA 92011
How do you want to get there?
Welcome and Introduction
Begin the day with a warm welcome from our host. Get an overview of the workshop's themes and the schedule to prepare for an engaging and informative experience.
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.
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.
Frequently asked questions
Organized by
Scott Stollar
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