Live Zoom Webinar + Live Q&A
If something happened to you tomorrow… would your wishes actually be followed?
Many people assume they’re “covered,” but small gaps in estate planning can create confusion, delays, and unnecessary stress for loved ones.
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Join us live
February...., at 6:00 pm
Estate planning isn’t just for the wealthy — it’s for anyone who wants clarity, control, and peace of mind.
In this 30-minute educational webinar, we’ll walk through the basics of wills and trusts in clear, simple language.
You’ll learn how estates are handled, what documents matter most, and how planning ahead can help protect your family from unnecessary complications. This session is designed to help you understand your options — not overwhelm you with legal jargon. This is an educational event and you are under no obligation by attending.
What You'll Learn in This Session
What is included in your estate — and what many people overlook
The key differences between a will and a revocable living trust
How probate works and why it can be time-consuming and costly
Important estate planning terms and documents you should recognize
How trusts work and what they typically include
What You'll Take Away
By the end of this session, you will:
Have a clearer understanding of how estate planning actually works
Know whether a will, a trust, or a combination may be appropriate for you
Understand common gaps that cause problems for families
Feel more confident asking the right questions about your own plan
Meet Your Host
Jeff Cathersal | Financial Advisor
Jeff works closely with clients to help them plan for the future with clarity and confidence. His approach focuses on education first — helping clients understand their options so they can make informed decisions that align with their goals and values.
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Why Having A Will And A Trust Matters
It's not just about documents; it's about ensuring your children, spouse, and belongings are safeguarded in every scenario.
We can help you plan for the unexpected and provide lasting security for your legacy.
One of the biggest mistakes people make in estate planning is putting it off. Life gets busy, but waiting too long can leave your loved ones unprotected and create unnecessary complications.
At Penny Lane Wealth Management, we understand the concerns that come with estate planning. Every day, we assist individuals and families as they navigate this important phase of life. It’s natural to have questions, and many people share similar concerns about their retirement and estate preparation.
Why You Should Attend
This session is only 30 minutes
Designed specifically for our current clients and referrals.
Clear explanations without legal complexity.
It's educational, not sales-driven.
What to Expect?
A clear, practical overview of wills and trusts, explained in simple terms. Jeff will walk through the essentials, highlight common gaps people often overlook, and help you understand whether your current will or trust still reflects your wishes.
This session is designed to give you clarity — whether you already have documents in place or are unsure if anything needs to be updated. Jeff will cover the key points and stay on to answer questions live.