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Planning for your future in San Marcos? Don't miss this FREE workshop!
Pour & Plan: Estate Planning Workshop @ Total Wine
Enjoy a complimentary evening of Fine Wine & Meaningful Conversation about safeguarding what matters most!
Sign Up For The
FREE Workshop!
FREE Workshop!
Wednesday, August 5th @ 5:00pm
Why Attend?
Here are 3 reasons why you should attend:
1
64% of Americans do not have an Estate Plan. Of those 69% of parents do not have a plan
Dying without a Will means a stranger - a probate judge - makes all of the decisions for your family during a time of grief, including potentially who should be guardian of your minor children.
2
Over $12 Billion in Unclaimed Property in California. Over $58 Billion US Dept of Unclaimed Property per money.cnn.com
When you do not leave a current inventory of your assets that your family can easily find when something happens, your assets could go unclaimed, never even benefitting your family.
3
2 Years Average Time Families Spend In Probate Court According to LegalMatch.com
Probate is a lengthy process, ranging from six months up to 5-10 years, or longer depending the case. On average, families spend two years in probate court that could have been avoided.
Workshop Details
When & Where:
Date: Wednesday, August 5th
Time: 5:00 PM
Location: Total Wine, 561 Grand Ave, San Marcos, CA 92078
What We'll Cover:
The Importance of Estate Planning: Why every adult—regardless of wealth—needs a plan
Key Documents You Need: Wills, trusts, powers of attorney, and healthcare directives.
Common Missteps to Avoid: Ensure your plan is legally sound and meets your goals.
Why Timing Matters: Make 2026 the year you plan for peace of mind.
PLUS, enjoy a complimentary Fine Wine Tasting experience!
Hear what those who work with us have to say:
Pamela F. ⭐⭐⭐⭐⭐
"Colleen is amazing..."
"...She and her team are extremely kind, responsive and personable. We especially loved doing the Legacy Video and the safety cards for the kids. They think of everything and not only guide you when completing the process on your end, but send reminders and offer help to keep you on track. Thank you ladies!"
April N. ⭐⭐⭐⭐⭐
"I highly recommend Colleen for your Estate Planning..."
"...She helped us understand the need of having a trust. Very detailed. Colleen shows the passion and caring of families, protecting their investments but most importantly our family. What I appreciate is that she used real life examples. Very detailed. Highly recommend."
Corinna P. ⭐⭐⭐⭐⭐
"We put this off for so long and stressed about it..."
"...Finally we put together our trust and Colleen made everything so easy, understandable and stress free!!! What a down to earth, kind, and professional human she is. We are and will continue to recommend her to everyone! We were blessed to cross paths with her!"
Jason W. ⭐⭐⭐⭐⭐
"Colleen helped us through the whole process of estate planning..."
"...It was easier than I had originally thought, wish I had done it years ago. Would highly recommend."
Hi! I’m Colleen, an Attorney and Estate Planner right here in Southern California.
For over 13 years, I appeared in courtrooms representing and assisting families through divorces, custody, spousal and child support, domestic violence issues, and property division.
Once I started a family, I decided to step away from the courtroom to focus on my favorite aspect of being a lawyer- building relationships with my clients! I now work alongside people just like you to help take the fear out of planning for the future by helping them sort out and plan for their goals.
So whether you’re planning for retirement or creating a safety plan for you kids (trust me, I understand how important our kids are to us!), I’m here to help you find out the things you don’t know you need to know, so that you can create a plan that gives you peace of mind. I look forward to meeting you!
Colleen Robinson
