California Homeowners: What You Don’t Know About Your Home Could Cost Your Family Thousands
If you own a home, this workshop was created for you.
Most homeowners don’t realize that having a house without the right legal protections can create serious problems for their family later.
SPECIAL DISCOUNT WHEN YOU ATTEND A WORKSHOP!
📍2829 Townsgate Rd STE 100 Westlake Village, CA 91361
You worked hard for your home.
Now make sure your family is actually protected.
Many homeowners assume:
- their family automatically inherits the house
- a will avoids court
- their trust is fully updated
- their kids won’t face legal complications
Unfortunately, that’s not always true.
This free educational workshop helps homeowners understand the steps they may need to take now — before a crisis happens.
Why Attend Now?
Because waiting until there’s an emergency is usually too late.
We’ve seen families deal with:
- expensive probate court
- outdated trusts
- property tax surprises
- family disputes
- delayed inheritances
- homes stuck in legal processes for months
This workshop is designed to help homeowners understand how to avoid these issues before they happen.
Why This Matters for Homeowners
For many families, their home is their largest asset. Without proper planning, loved ones can face unnecessary delays, court involvement, and confusion during difficult times.
This workshop is meant to help homeowners better understand their options and make informed decisions for the future.
This 60-minute event will cover…
Long & Short Term Guardians for your Children
Will, Trust, and Power of Attorney
Advance Health Care Directive & HIPAA Authorization
FREE Workbook and Estate Planning Guide
How it Works
From start to finish we are here every step of the way!
Your plan is designed hand-in-hand with you.
Your plan is drafted, reviewed, and signed.
Our Mission
Presented by Crista Hermance Estate Planning Attorney
Estate Planning Mom®
As both a mom to two little girls and an attorney, I have a very unique frame of mind when it comes to estate planning with minor children.
I work and plan with families who have minor children to ensure that their kids are protected. This allows parents the peace of mind to know that if the unthinkable did happen, their kids would be protected.
I look forward to working with you and helping you protect your family.
Please note: We can only assist in California but please email info@theheritancelawyers.com for a referral attorney for your state.
Thank you,
Estate Planning Mom®
The Heritance Lawyers (formerly Hermance Law), A Professional Corporation
1363 Donlon Street, Suite 8
Ventura, CA 93003
Locations
Ventura
1363 Donlon Street, Suite 8
Ventura, CA 93003
(805) 518-9633
Westlake Village
2829 Townsgate Rd STE 100 Westlake Village, CA 91361
(805) 518-9633
Calabasas
26565 West Agoura Road
Suite 200
Calabasas, CA 91302
(818) 869-1433
Santa Clarita
28015 Smyth Drive
Santa Clarita, CA 91355
(661) 261-0963
Irvine
15615 Alton Parkway
Suite 450
Irvine, CA 92618
(949) 519-1633
Pasadena
1055 E. Colorado Blvd.
Suite 500
Pasadena, CA 91106
(626) 385-6633
Our Process:
Stage 1
Family Planning Assessment
Our first meeting is an opportunity for us to get to know each other to determine if we are a good fit to work together. You will need to complete a online worksheet at least 2 days prior to our meeting in preparation for it. The Family Planning Assessment uses the worksheet you complete to give us an idea of what your currently family situation and finances are. We use that information to share with you during the meeting what would happen to your family and estate if something happened to you today. If you don’t like what would happen then we design a plan for you right then and there. All Estate Plans are done on a flat-fee basis so you don’t have to worry about hidden fees coming up throughout the process.
Stage 2
Pre-Signing
During this stage, your entire Estate Plan is drafted within 2 weeks of signing our legal fee agreement and paying your invoice. An Estate Planning summary is sent to you for your review and we send you any follow-up questions we have. During this stage of the process we use our online secure client portal to share documents and communicate with each other. After you review the summary, you then send back any questions or revisions using our secure client portal. We then finalize all your Estate Planning documents for your Signing Ceremony.
Stage 3
Signing Ceremony
At this stage, we have an in-person meeting where we go through your binder with all of your finalized Estate Planning documents. Your documents will be signed, some notarized and others witnessed. Our hope is at the end of the meeting, you will feel a tremendous weight lifted from you and a feeling of accomplishment for protecting your family. If you are a virtual client, this signing ceremony looks slightly different but mostly the same.
The best time to plan for your incapacity or passing is while you’re still healthy.
Start now with our FREE IN PERSON Estate Planning Workshop
Refreshements Provided!
Happy Families
At The Heritance Lawyers (formerly Hermance Law), we strive to provide our clients with the absolute best experience possible. Our offices are child-friendly to accommodate every member of your family. Our team is dedicated to assisting you every step of the planning process. We want you to know that here you aren’t just clients, you are a part of The Heritance Lawyers (formerly Hermance Law) family.
“The Heritance Lawyers (formerly Hermance Law) is the best of the best! They are so knowledgeable and have this whole process down to a science.”
Jennifer S.
Todd H.
