Seminars
Free educational seminars for families.
These sessions are a way to learn how estate planning works before you decide whether to hire the firm. The schedule is being updated. There is no date to reserve yet.
The calendar is not posted yet.
When the next seminar is set, the office will share the day, time, and place. Until then, call or email and ask to be told when a date is ready. A free consultation is available now, with or without a seminar.
What a seminar covers, once a date is set.
- The basics of estate planning and trusts
- How probate fits into a family’s questions
- A home and other assets inside a plan
- What a living trust is meant to do
- Time to ask questions
If you have an employer legal plan.
If your employer offers MetLife Legal Plans, you may be eligible to receive most estate planning services at no cost for yourself—and often for an eligible spouse and dependents under your plan. Coverage depends on your plan. MetLife members can upgrade to CBM’s Private Client package at a reduced rate for services beyond plan coverage. Mention MetLife when you book. If the benefit is ARAG, coverage depends on your plan. Mention it when you book. A seminar is not a promise that a document is included.