No cost to attend · In person · RSVP required
For first-time guests; please, no financial advisors.
Wills & Trusts Masterclass and insurance sales presentation
Learn how a living trust works, what probate involves in California, and how to make sure your home and savings go to the people you love.
Hosted by Rolando Recinos, Mackenzie Alexander and Josh Patrick of The Financial Architects.
Villa Park City Hall
Villa Park, CA
What you'll learn
Living trust or will?
What each one does, and where a will alone falls short.
How probate works in California
The timeline, the costs, and why many families plan to avoid it.
Who acts for you if you can't
Powers of attorney and healthcare directives.
Titling and beneficiary mistakes
The small paperwork errors that can undo a plan.
Your next steps
A simple checklist to get your affairs in order.
The hosts are licensed insurance professionals, not attorneys, and do not provide legal or tax advice. Consult an attorney or tax professional about your situation.
Your hosts
Rolando Recinos
The Financial Architects
Licensed insurance agent · CA Lic. #0D48868
Mackenzie Alexander
The Financial Architects
Licensed life insurance agent · CA Lic. #4510417
Josh Patrick
The Financial Architects
Licensed life insurance agent · CA Lic. #4510565
Where and when
Sessions (Pacific time)
- Monday, November 2, 2026 · 1:00 PM
- Wednesday, November 4, 2026 · 6:00 PM
Venue
Villa Park City Hall
17855 Santiago Blvd, Villa Park, CA 92861
This event is not sponsored or endorsed by the City of Villa Park.
Questions
- Is there a cost?
- No, there's no cost to attend; RSVP is required so we can plan the room.
- Can I bring my spouse or partner?
- Yes, choose “Me + 1” when you reserve.
- Do I need to bring anything?
- Just your questions.
- Who is this for?
- Homeowners and families who want a clear plan. This event is for first-time guests; please, no financial advisors.