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Estate Planning 101 for California Property Owners

FCA, the Office of San Francisco Assessor Carmen Chu, and Housing and Economic Rights Advocates (HERA) invite you to join Estate Planning 101 for California Property Owners a free webinar in March. Passing on your home starts with a plan. HERA will explain what an estate plan is and how it can help you and your loved ones during your lifetime as well as after your death. The workshop will cover key documents of estate planning, which include living trust, will, financial power of attorney, and health care directive.

At the Assessor’s Office, we understand that planning for a secure financial future is a top priority for families across our state. For many Californians, your home can be your biggest asset, but laws around inheriting properties can be complicated. In this workshop, the Assessor’s Office will help you to understand CA’s laws around property taxation and provide information on how your family may be able to access tax savings when transferring property from one generation to the next.


  • Develop an understanding of the basic components of an estate plan and why it is important to have an estate plan in CA
  • Develop an understanding of CA’s laws around property assessment and tax savings available to CA homeowners when transferring property within families
  • Understand where to go for additional information and resources on these topics

Speaker: Aeyoung Kim

Aeyoung Kim is a staff attorney at HERA providing estate planning services and probate assistance by way of individual legal services and counseling, workshops for the public, and training for attorneys. Before becoming an attorney, Aeyoung Kim worked for 12 years in the Superior Court of San Diego County, primarily in the Probate Division as a Probate Examiner. Ms. Kim is bilingual in Korean and English.

Speaker: Nicole Agbayani

Nicole Agbayani serves as the Director of Community Affairs for San Francisco’s elected Assessor Carmen Chu. In this capacity, Ms. Agbayani works with communities throughout the City to share information and programs offered by the Office of the Assessor. The Office of the Assessor is responsible for determining an assessed value for all taxable property subject to property taxation within San Francisco County. The work of the San Francisco Assessor helps to generate over $3 billion in revenue, which is used to fund crucial local services like education, public safety, health and family support services, and public works.  

Presentation slides can be found here.