Bring the seminar home
Host a private estate-planning evening
Gather a few families who are serious about getting their planning done, and we’ll come to you. Kelly leads an unhurried evening in your living room — real questions, real answers, no crowd.
We come to your home
We bring the wine
A thank-you toward your own plan
Kelly Balamuth, Esq.
Founder, California Trust & Legacy · 30+ years in Contra Costa County
Super Lawyers since 2009
Top 50 Women Attorneys, No. Calif.
Avvo 10.0 “Superb”
Tell us a little, and we’ll call to plan it
No pressure and nothing to organize yet — share the basics and we’ll reach out within 2 business days to find a date and handle the details. As a thank-you for hosting, the organizer receives a discount toward their own estate plan.
We carried over what you already shared — just add anything still blank below.
Five serious families is the sweet spot, but tell us where you are — we’re flexible.
A little about your planning
So Kelly can make the evening genuinely useful for your group — the same few details we’d gather before answering any planning question.
Complete your contact details, group size, and the planning basics to continue.
Wonderful — thank you.
Kelly Balamuth, Esq. — California State Bar No. 172522 — California Trust & Legacy — Walnut Creek, CA