Resources · Free Estate Planning Education
Learn before you decide.
Live seminars, a weekly radio show, on-demand videos, downloadable California statutory forms, white papers, the blog, and the FAQ. Everything Bob publishes is free, written by the attorney, and built to help you walk into your first meeting with the right questions.
Bob publishes free educational resources in seven formats: live seminars and webinars, the “Plan Your Estate Radio” show on 1220 AM KDOW, on-demand educational videos, downloadable California statutory forms, the 2026 Consumer Guide white paper, the blog, and the FAQ. Each one is written or hosted by Bob personally.
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Seven ways to learn the basics.
Start anywhere. Most families pick the format that matches how they already learn: listen on the drive, watch a quick video, download a guide for the weekend, or come to a seminar in person.
Live & On Demand
Seminars and Webinars
Seminars and webinars hosted by Bob, covering the standard four-document plan, special needs planning, generation-skipping strategies, and retirement plan asset planning. Open to the public, no charge to attend.
See upcoming seminars and webinarsMondays · 2 to 3 PM
Plan Your Estate Radio Show
Bob's weekly show on 1220 AM KDOW in the San Francisco Bay Area. Estate planning guidance, case studies, occasional guests. Episodes are also available on demand as podcasts at kdow.biz.
Listen & subscribeOn Demand
Educational Videos
Short on-demand videos and recorded webinars on the topics families ask about most: trust funding, Prop 19, Heggstad petitions, trust administration, and the difference between a will and a trust.
Watch the libraryFree Downloads
California Statutory Forms
Three downloadable California statutory forms: a Will form, a Durable Power of Attorney form, and an Advance Health Care Directive form. Free, with a clear disclaimer about when a custom plan is the right call instead.
Download the formsConsumer Guide
White Papers
The 2026 Consumer Guide to Wills, Living Trusts and Estate Planning for California residents. A free PDF that walks through your options before you sit down with an attorney.
Download the guideArticles & Updates
Blog
Bob's articles on estate planning, trust petitions, California law updates, and what they mean for Bay Area families. Plain English, written by the attorney, not by AI.
Read the blogQuick Answers
FAQ
The questions Bob hears most often: cost of a plan, will vs. trust, what happens without a plan, how Heggstad petitions work, how long a plan takes to set up. Start here if you're new.
See the FAQReady for a real conversation?
The resources are a start. Bob is the finish.
When you’re ready to move from learning to deciding, schedule a free Preliminary Planning Session. In person at the Cambrian Park office or by Zoom. Bob listens to what you want and explains how a custom plan would fit your family.
Bob is one of less than 1% of California attorneys certified as a specialist by the State Bar.