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What Every Realtor Needs to Know—and What You Should Be Telling Your Clients—About Estate Planning – LIVE AT SBAOR
March 24 @ 10:00 am - 11:30 am
Join us for an in-person educational presentation designed specifically for real estate professionals.
This session will cover key estate planning concepts that directly impact real estate transactions, client protection, and post-closing issues.
You will learn:
• How living trusts affect real estate ownership and transfers
• Common red flags that delay or derail transactions
• What happens to property when an owner becomes incapacitated or passes away
• How to recognize when a client may need estate planning guidance
• Best practices for educating clients and protecting yourself
This class is ideal for agents who want to better serve their clients, avoid common legal pitfalls, and strengthen their professional value.

