Litherland, Kennedy & Associates, APC, Attorneys at Law
Join us at our Campbell office for this event.
Please note that seating is limited, and registration is required.
Masks are optional.
Client Estate Planning Portfolio Completion Workshop
Wednesday, December 2, 2026
2:00 pm
(Refreshments will be provided)
Litherland, Kennedy & Associates
3425 S. Bascom Ave, Suite 240
Campbell
This workshop is designed to help clients complete the important personal planning details that complement their estate plan.
Bring your red estate planning portfolio binder and we will help guide you through documenting important information for your loved ones, including advisor contacts, insurance policies, digital assets, personal wishes, and memorial instructions.
Taking the time to organize this information today can provide clarity and peace of mind for your family tomorrow.
Space is limited to 12 participants to ensure personalized assistance. Our seminar room will be set up classroom-style with tables and chairs, providing a comfortable workspace as we help you review, organize, and update your portfolio documents.
We look forward to seeing you!
REGISTER NOW!
About the Speaker:
About Litherland, Kennedy & Associates
We have been providing quality estate planning services in the Greater Bay Area since 1975. Our firm is committed to helping those concerned with protecting their families from the devastating legal effects of incapacity and death. With the aid of public seminars, educational presentations, articles, and radio/television interviews, we have championed the use of revocable living trusts as a proven way to protect families from probate, to minimize or eliminate federal estate taxes, and to prevent the Medi-Cal Recovery lien. We are members of the American Academy of Estate Planning Attorneys and National Academy of Elder Law Attorneys.
