FREE WORKSHOP

Do You Have Questions About Estate Planning & Long-Term Care?

A FREE Evening of Education & Discussion
about What Matters Most

Join Us for Grateful & Prepared

The best thing you can give your family
this year is a plan.

📅 Tuesday, November 10th

🕕 6:00 PM

(Check-in begins at 5:30 PM)

📍 Brass Bear Uptown

3302 McCaw Ave

Santa Barbara

You've Been Meaning to Get Your Affairs In Order…

We know that thinking about estate planning can feel heavy. Maybe you’ve been meaning to “get your affairs in order” but don’t know where to start. Or perhaps you’re caring for aging parents and wondering how long-term care could affect your own family and everything you’ve worked hard to build.

You’re not alone in feeling this way. These are some of life’s biggest decisions, and it’s completely normal to feel overwhelmed by all the legal terms and “what-ifs.”

That’s exactly why we’re bringing these conversations to the table at Grateful and Prepared.

A Thoughtful Plan. A Meaningful Gift for your Family.

Join us for a relaxed evening focused on the people you love and the gift of planning ahead.We’ll help you make sense of wills, trusts, and planning for long-term care, so you can leave with a clearer idea of what to do next. Bring your questions. You don’t need to have anything figured out before you arrive.

What Makes Grateful & Prepared Special:

A Conversation, Not a Lecture

Real Scenarios from Real Families

No Legal Jargon

Zero Pressure

Personal Insight

Santa Barbara County estate planning attorney

Questions We'll Explore Together:

  • "My parents say they have wills – is that enough?"

  • "What happens to my kids if both my spouse and I are in an accident?"

  • "How do I protect what I've worked so hard to build?"

  • "When people say 'avoid probate,' what does that actually mean?"

  • "Could long-term care costs put my savings or home at risk?"

  • "What's the difference between a will and a living trust – and which do I need?"

  • "What should I be doing now to plan for the possibility of needing long-term care?"

Perfect for Anyone Who Is:

  • Caring for aging parents while raising their own children

  • Wondering if their current plans are enough as their family grows

  • Ready to stop procrastinating and get their affairs in order

  • Looking for straight answers without intimidating legal offices

  • Concerned about how long-term care could affect their family, savings, or estate

Your Trusted Guide: Attorney Julianna Malis

Estate Planning Attorney | Certified Dementia Practitioner

LL.M. in Taxation | 20+ Years Central Coast Experience

“I became a caregiver before I became an expert—and that changes everything. When my mother developed dementia, I learned firsthand how devastating it is when families aren’t prepared. I’ve made it my mission to ensure no Central Coast family goes through what mine did. Every strategy I teach, every document I create, comes from both professional expertise and personal experience.”

RESERVE YOUR SPOT

We’re keeping this intimate to ensure everyone gets the personal attention they deserve and the answers they need.

These conversations are so much easier when you don’t have to navigate them alone.

Whether you’re planning for young children, caring for aging parents, preparing for retirement, concerned about future long-term care costs, or somewhere in between, you deserve to feel confident about your family’s future.

Note: It is our responsibility to protect your privacy and we guarantee that your data will be completely confidential.

Bring Your Loved Ones

Please bring your spouse, adult children, parent, or a friend. Estate planning and long-term care decisions can affect everyone you love, and these conversations are often easier to have together. Be sure to include everyone in your party when you register so we can plan for all attendees.

We look forward to sharing a little cheer and helping you feel more confident about your family’s future!