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Knowledge of Living Trusts and Wills increases agent value!

blogbanner_260818_Avoid Cumbersome Probate Sales, Understanding Living Trust and Wills

The House Sat in Probate for Fourteen Months 

The sale was three days from closing when the seller's father had a stroke. No one held power of attorney. The house froze in place; the buyers walked away, and the family spent the next 14 months in probate court fighting over a home that should already have changed hands.

That is the call no agent wants to make. And it happens far more often than most of us realize.
Your clients trust you with the biggest financial decision of their lives. But a sudden illness, a probate delay, or a quiet family disagreement can stall a sale and put homeownership itself at risk, often before anyone sees it coming.

That is why we asked estate planning Attorney Dawn Allenby to sit down with us. In more than 20 years of practice, she has kept countless families out of court and out of the exact situation above. In one focused hour, she will show you how to spot the gaps before they become disasters.

What You'll Learn

  • Essential estate documents: Spot missing Wills, Trusts, and key directives before they derail a deal.
  • Property protection: How smart planning secures a home as a family's primary asset.
  • Planning for incapacity: How a sudden event or a seller's incapacity affects a transaction already in motion.
  • Bypassing probate: Help clients avoid the delays and fees that can tie up a sale for months.
  • Title mechanics: How titling choices shape future sales and transfers.
  • Conflict prevention: Proactive strategies that stop family disputes over property before they start.
Tuesday, August 18th
10:00 AM to 11:00 AM
PSAR Chula Vista Office
Lunch will be provided
 
 

Dawn Allenby 2

Speaker:
Dawn Allenby is an experienced estate planning and asset protection attorney in San Diego. She specializes in creating comprehensive estate plans and asset protection strategies for individuals, families, and businesses. With nearly two decades of legal experience, Allenby helps clients prepare estate planning documents such as living trusts, wills, powers of attorney, and healthcare directives. She also serves as a consultant for real estate companies and is actively involved in educating groups on estate planning. Ms. Allenby holds a Juris Doctor from the University of San Diego School of Law. She is a member of prestigious legal associations, including the American Academy of Estate Planning Attorneys.

Lunch provided by event class sponsor:

Class Sponsor: Michael Fossler w/ Mutual of Omaha Mortage

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PSAR's mission is to empower real estate professionals.