Wills & Trusts: Protecting What Matters Most
Course #53746
A Free CE Class for Real Estate Agents Who Want to learn the differences between a will and a trust and the different types of trusts that exist.
The Question Every Agent Eventually Hears
"How do I make sure this property goes where I want when I'm gone?"
How would you answer this? Can you point your client in the right direction?
This free CE course helps real estate agents understand the fundamental difference between wills and trusts, so you can confidently add value, have educated conversations with your clients, and elevate your role as a trusted advisor—without giving legal advice.
Why Estate Planning Matters to Real Estate Professionals
Largest Asset Protection
Real estate is often a client's single largest asset, representing decades of hard work and financial planning.
Deal-Breaking Issues
Heirship issues can stop sales, delay closings, and kill deals before they ever reach the closing table.
Title Insurance Barriers
Title companies cannot insure unclear ownership, creating obstacles that derail even the most promising transactions.
Prevention Through Education
Knowledge helps agents prevent future deal-breaking issues and position themselves as invaluable trusted advisors to their clients.
Upcoming Classes
Register Today
Join us at one of our upcoming sessions across Texas. Each class offers the same high-quality instruction in a convenient location. Space is limited—register early to secure your spot.
San Antonio, TX
March 5, 2024
The Woodlands, TX
April 17, 2024
Conroe, TX
April 23, 2024
Real-World Problems Agents See Every Day
Many real estate agents have experienced transactions where a property could not be sold because ownership was unclear. When title cannot be cleared, deals fall apart—and families suffer unnecessary delays, emotional stress, and mounting legal costs.
Missing Heirs
Unlocated or unknown heirs create legal roadblocks that can take months or years to resolve, leaving properties in limbo.
Conflicting Wills
Multiple or contradictory wills create disputes among family members, leading to litigation and stalled transactions.
No Trust in Place
Without proper trust structures, properties must go through probate, adding time, expense, and uncertainty to the process.
Lengthy Probate Processes
Probate can take 6-18 months or longer, during which the property cannot be sold and carrying costs continue to accumulate.
What You'll Learn in This Class
Estate Planning Fundamentals
Learn the critical differences between wills and trusts, explore types of trusts (digital vs. traditional), and understand what happens without an estate plan.
Why People Delay Planning
Discover the real reasons most Americans don't have estate plans and hear personal stories that illustrate the importance of planning ahead.
Probate Demystified
Understand what probate is, why it exists, Texas probate thresholds, associated fees and delays, and the financial impact on families.
Real-Life Consequences
Examine 8 high-impact scenarios (including celebrity cases) where the absence of proper estate planning caused devastating financial, legal, and emotional consequences.
Trust Benefits & Setup
Learn how revocable living trusts avoid probate, how to select trustees (corporate vs. family), and the advantages of modern digital estate plans.
Impact on Real Estate Transactions
Understand how estate planning directly affects property sales, title insurance, and your ability to serve clients as a trusted advisor.
Meet Your Instructor
Robby Almogabar
Real Estate Professional & Estate Planning Educator
Robby Almogabar has been in the real estate industry since 2008 and has witnessed firsthand how poor estate planning can prevent properties from being sold. Over the years, he has seen countless transactions fall apart because of heirship issues that title companies could not clear to insure a clean title.
Through those experiences, Robby made it his mission to help protect legacies by educating people on the difference between wills and trusts. He teaches real estate agents how trusts are not just for property—but are powerful tools used to pass assets down according to the owner's wishes.
Robby now helps implement e-state plans, giving families clarity, protection, and peace of mind while empowering real estate professionals with knowledge that transforms their practice.
Who Should Attend
1
New Real Estate Agents
Build a strong foundation of knowledge that differentiates you from day one in your career.
2
Experienced Agents
Enhance your expertise and provide greater value to long-term clients who trust your guidance.
3
Brokers & Team Leaders
Equip your entire team with skills that elevate your brokerage's reputation and service quality.
4
Agents Who Want to Stand Out
Distinguish yourself through specialized education that few agents possess but every client needs.
5
Family-Focused Professionals
Better serve families navigating complex life transitions with confidence, compassion, and competence.
Protect Your Clients. Strengthen Your Business.
Join fellow real estate professionals who are committed to providing exceptional service and protecting what matters most to their clients. This free CE course gives you knowledge that builds trust, prevents problems, and positions you as an indispensable advisor in your clients' lives.
View Upcoming Classes
For full details and future classes, visit e-stateplans.net

Professional Education Notice: This course is designed for real estate professionals seeking continuing education credit. Content is educational in nature and does not constitute legal advice. Always refer clients to qualified attorneys for specific legal guidance.
Have Questions? Contact Us.
We're here to provide personalized support and answer any questions you may have about our courses or estate planning for real estate professionals.
Call Us Directly
832-377-1849
Our team is available to assist you during business hours. Reach out today to learn how our training can benefit your practice.
Schedule a Consultation
Prefer to book a time that works for you? Use our online calendar to schedule a conversation about wills and trusts.
Request This Class
Want to bring this CE class to your office or brokerage? Text us to discuss hosting options.
832-377-1849