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We partner with presenters and educators to deliver education first and foremost.
Are you nearing retirement or already retired? Our upcoming in-person educational classes are designed to provide you with the essential knowledge and tools to navigate this important stage of life. Our expert instructors will cover a comprehensive range of topics, including living trusts, probate avoidance, tax-efficient strategies, and estate protection. Every session is structured to help you walk away with actionable insights, a clear roadmap to secure your family's future, and true peace of mind.
Free, Educational – Learn valuable strategies focused entirely on objective insights.
Taught by Experienced Professionals – Gain valuable clarity and trusted strategies directly from qualified legal, estate, and financial planning experts.
Essential Topics Covered – Living trusts vs. wills, avoiding probate court, tax-minimization, Social Security optimization, and secure income planning.
Designed for Retirees & Pre-Retirees – Tailored specifically for individuals and couples aged 50+ looking to shield their hard-earned assets and maximize their legacy.
Available Online & In-Person – Choose the flexible learning format that fits your lifestyle best, right in your local community or from the comfort of home.
In Person Living Trust Classes
Presented by National Association of Family Services
Ready to take control of the Future Today? Find a Class Near You.
Frequently Asked Questions
Q: How long are the classes?
A: Most classes last about an hour. They are packed with essential strategies to help you navigate living trusts, avoid probate, and plan for a tax-efficient retirement, while keeping the information concise and highly valuable.
Q: Is there a cost to attend?
A: No, this class is completely free! There’s no cost or obligation to attend—just a unique opportunity to learn how to shield your assets and manage your wealth in retirement.
Q: Will I be sold anything?
A: Some events have the option to purchase a Living Trust. There will be no obligation to purchase anything.
Q: Will I have a chance to ask questions?
A: Yes! There will be dedicated time for questions during and after the presentation so you can get clarity on how these trust and estate strategies apply to everyday situations.
Q: Is it a big class?
A: No, our classes are kept to a smaller, boardroom-style format. This allows for a more comfortable, personal experience and ensures our instructors have plenty of time to address everyone's questions.
Q: What happens after I register?
A: After you register, you’ll receive an immediate confirmation email with all the details of the class (including directions or log-in links). We’ll also send reminders closer to the class date, and a member of our team will call to confirm your seat and answer any logistics questions so you don’t miss out!
Featured Instructors
Rob Hodges
Online Events
Robert Hodges is a primary spokesperson, speaker, and representative for the National Association of Family Services (NAFS), an organization that provides discounted legal services and affordable estate planning options to families
Dan Klein
Northern California
Dan Klein is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout California and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Lisa Klein
Southern California
Lisa Klein is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout California and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Bob Taylor
Northern California
Bob Taylor is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout California and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Brooke Kwan
Southern California
Brooke Kwan is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout California and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Everette Stutsman
Southwest Florida
Everette Stutsman is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Florida and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Marcos Custodio
Southeast Florida
Marcos Custodio is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Florida and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Lorri Hart
Central Florida
Lorri Hart is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Florida and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Eric Neal
West Florida
Eric Neal is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Florida and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
Ron Lanier
San Antonio Texas
Ron Lanier is a speaker for educational, in-person estate planning seminars hosted by the National Association of Family Services.
These events typically take place at venues throughout Texas and cover how to protect inheritances from probate, avoid legal headaches, and create affordable living trusts.
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