Unlocking the Power of Trusts

Real estate and estate planning are deeply connected yet many professionals overlook how ownership, titling, and planning decisions can significantly impact property transfers. Unlocking the Power of Trusts is a practical, insight-driven class designed to help REALTORS® better understand how trusts can protect clients, simplify transactions, and help families avoid the costly and time-consuming probate process.

Led by estate planning attorney Dawn A. Allenby, this session explores how probate affects real property in California, the limitations of wills and common beneficiary strategies, and the critical role of proper titling and trust funding. Agents will learn to recognize common estate planning pitfalls, understand how revocable living trusts function, and identify opportunities to guide clients toward informed decisions while collaborating effectively with legal professionals.

With a focus on real-world application and client protection, this class equips REALTORS® with the knowledge to navigate estate-related real estate issues, add value to their client relationships, and support smoother, more secure property transfers.