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Presentation: Estate Planning 101

Tuesday, 7/27/2021
1:00 - 2:00
Virtual Library

Online Services
San Francisco, CA 94102
United States

San Francisco Assessor Joaquín Torres welcomes Housing and Economic Rights Advocates to teach attendees how to protect your family wealth. 


This workshop explains the difference between passing on property through probate versus having an estate plan in place. Learn key components of an estate plan, including a trust, durable power of attorney, advanced healthcare directive and a will. This presentation is part of the Office of the Assessor-Recorder's Family Wealth Series.   Please feel free to submit questions in advance to


You Tube Live


For Spanish or Cantonese, please register. Closed captioning will be available in English. 


Para interpretación en español o cantonés, inscríbete en la página del evento. Subtítulos en inglés. 


Joaquín Torres was sworn in as San Francisco’s Assessor-Recorder by Mayor London Breed on February 8, 2021. Prior to his appointment, Torres served as the Director of the San Francisco Office of Economic and Workforce Development since 2018, and has led citywide efforts to mitigate economic hardships on businesses and workers during the COVID-19 pandemic. Over the years, Torres has leveraged resources across City departments to create opportunities for all, expand support for small businesses and workers, build capacity and stability for locally rooted nonprofits and maximize equitable economic and social impact for the benefit of San Franciscan communities, residents, businesses and neighborhoods. CCSF Office of Assessor-Recorder 


Housing & Economic Rights Advocates (HERA) is a California statewide, not-for-profit legal service and advocacy organization dedicated to helping Californians — particularly those most vulnerable — build a safe, sound financial future, free of discrimination and economic abuses, in all aspects of household financial concerns. HERA provides free legal services, consumer workshops, training for professionals and community organizing support, create innovative solutions and engage in policy work locally, statewide and nationally. 


Follow Joaquín: Facebook 

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An ongoing series of virtual programs focused on supporting job and career seekers, personal finance needs and small business resources.

This program is sponsored by Friends of the San Francisco Public Library.

Attending Programs

Questions about the program or problems registering? Contact For accommodations (such as ASL interpretation or captioning), call (415) 557-4557 or contact Requesting at least 72 hours in advance will help ensure availability.

Public Notice and Disclaimer

This program uses a third-party website link. By clicking on the third-party website link, you will leave SFPL's website and enter a website not operated by SFPL. This service may collect personally identifying information about you, such as name, username, email address, and password. This service will treat the information it collects about you pursuant to its own privacy policy. We encourage you to review the privacy policies of each third-party website or service that you visit or use, including those third parties with whom you interact through our Library services. For more information about these third-party links, please see the section of SFPL’s Privacy Policy describing Links to Other Sites.

The views and opinions expressed in programs presented by groups unaffiliated with SFPL do not necessarily reflect the official policy or position of SFPL or the City.