You’re invited · Oroville
Let’s Talk Legacy
Coffee & Questions
Once a month, I open my office to eight people for coffee and an easy conversation about one estate planning topic. Bring your questions.
Jondea Erisman, Attorney
Reserve a Seat
About the
Series
Estate planning brings up a lot of questions, whether you’re just getting started or already have a plan in place. Each month we sit down over coffee, talk through one topic, and leave time for the questions you’ve been meaning to ask.
You don’t need to be a client or know anything about estate planning. Just come curious.
- 8 seats A small-group setting
- Monthly topics Something new each time
- Coffee included Free to attend
Upcoming Conversations
Fridays at the Oroville office · New dates posted six months ahead
-
Wills vs. Trusts: Where Do I Start?
What each one does, and which might fit your family.·
-
Is Your Trust Still Working for You?
When it’s time to take a fresh look at an existing plan.·
-
Your Home and Your Heirs
How a house passes to the next generation.·
-
You Have a Trust. Now What?
The steps after signing that make a trust work.·
-
Estate Planning for Parents
Naming guardians and protecting what you leave your children.·
-
Who Makes Decisions If You Can’t?
Powers of attorney, health care directives, and the people you choose.·
Reserve Your Seat
Choose a date, add your name and email, and you’re set. If a date is full, join the waitlist and we’ll let you know if a seat opens.
What to Expect
- Where
- 1933 Montgomery Street, Oroville
- Parking
- Free, in the lot across the street
- Format
- Coffee from 9:30, then conversation. No slides.
- Bring
- Just your questions
Common
Questions
Yes. No cost and no obligation.
No. Everyone is welcome, and no estate planning knowledge is needed.
Yes. Several topics are about keeping an existing plan current.
General questions are welcome. Because others are in the room, please keep confidential details to yourself. Advice about your specific situation belongs in a private consultation, which we’re happy to schedule.
Yes. Please have each person reserve their own seat.
Join the waitlist. Seats often open up the week of.
