Our upcoming events.

Estate Planning & Financial Planning for the LGBTQ Community
Oct
30

Estate Planning & Financial Planning for the LGBTQ Community

  • 9655 Granite Ridge Drive #200 San Diego, CA 92123 (map)
  • Google Calendar ICS

October is LGBTQ+ History Month — it’s time to plan for your future.

LGBTQ+ individuals and families often face extra hurdles in long-term and estate planning: legal limits on family recognition, outdated default laws, unequal access to spousal benefits, and more.

Join Rebecca Secord, Esq. and Jessica K. Martini, CFP®, Financial Advisor with Northwestern Mutual, for a focused discussion on estate planning designed for the LGBTQ+ community.

They’ll walk through:

  • Why estate planning is especially critical in LGBTQ+ contexts

  • Key legal documents everyone should have (will, trust, power of attorney, healthcare directive)

  • How to protect your partner(s), children, and chosen family — married or not

  • Integrating financial strategies (investments, insurance, retirement accounts) with your estate plan

  • Real-life scenarios and pitfalls to avoid

  • Tips on communicating your plan with loved ones and professionals

Whether you’re building a family, protecting a partner, or simply want to be prepared, this webinar gives you tools and confidence to make your wishes honored — not assumed.

View Event →

Estate Planning for Parents Workshop
Oct
9

Estate Planning for Parents Workshop

This free workshop is designed specifically for parents of young kids, whether you’re married or solo, working or staying home, running on coffee or pure chaos. We’ll break down the must-have legal tools to protect your family, including naming guardians, setting up a will or trust, and making sure your kids are cared for no matter what.

View Event →
Finally Doing The Thing: Estate Planning for Parents of Young Kids
Aug
26

Finally Doing The Thing: Estate Planning for Parents of Young Kids

SIGN UP FOR FREE USING THE FORM BELOW!

Being a parent means juggling a million things—and estate planning often falls to the bottom of the list. But protecting your kids legally is one of the most important things you can do.

This free live webinar is designed specifically for parents of young kids—whether you’re married or solo, a first-time parent or deep in toddler chaos. We’ll break down the must-have legal tools to safeguard your family and give you peace of mind.

We’ll cover:

🧒 How to name guardians (and why it matters if you don’t)

📜 What a will and trust actually do—and which one you need

💰 How to protect your kids’ inheritance and avoid probate

⚠️ Common mistakes parents make in estate planning

📆 How to finally get this off your to-do list (without overwhelm)

Whether you’ve been meaning to “do the thing” for years or just started thinking about it—this webinar will make it clear, doable, and 100% worth it.

You’ve got enough on your plate. Let’s get this part handled.

🧠 Hosted by: Rebecca Secord, California estate planning & real estate attorney

📍 Register to receive the Zoom link

 
View Event →
WEBINAR | Estate Planning Is Queer AF
Jul
31

WEBINAR | Estate Planning Is Queer AF

SIGN UP FOR FREE USING THE FORM BELOW!

Estate planning isn’t just for the rich, old, or married—and it’s definitely not one-size-fits-all - but it's definitely for ALL!

This free live webinar is designed specifically for LGBTQ+ individuals—whether you’re partnered or solo, a parent or child-free, a renter or homeowner. We’ll break down how to create a legal plan that reflects your identity, protects your chosen family, and affirms your gender, relationships, and values.

We’ll cover:

🌈 What happens if you don’t have a plan (spoiler: the law defaults to blood relatives)
📜 How to protect your chosen family + unmarried partners
⚕️ Gender-inclusive health care directives
🏠 Real talk on wills, trusts, and co-ownership
⚠️ Common legal pitfalls for queer folks—and how to avoid them

Whether you’ve been avoiding estate planning or didn’t think it applied to you—this webinar is your safe space to learn, ask questions, and take the first step toward legal peace of mind.

Come as you are. Leave with clarity.

🧠 Hosted by: Rebecca Secord, LGBTQ+ real estate & estate planning attorney
📍 Register to receive the Zoom link and replay access

 
View Event →