To submit a BMR purchase application, you must have: 1) Mortgage Pre-Approval Letter from a City approved lender and 2) Verification of Homebuyer Education dated within the past year.

All 10 hours of required homebuyer education MUST BE COMPLETED to receive a Verification of Homebuyer Education. Orientations, workshops and individual counseling appointments are provided on a first come, first served basis. If the event you’re trying to register for is full, please register for a different date. New events are posted as soon as they become available.

Family Wealth Forum- Estate Planning

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Family Wealth Forum- Estate Planning

**NOTE: This workshop is NOT presented by the Homeownership SF collaborative and not eligible towards the education requirement for rebates**

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 [email protected]

July 27 2021


Date: July 27
Time: 1:00 pm - 2:00 pm
Event Categories:


Online Event

CA United States


San Francisco Assessor Recorder
Website: Visit Organizer Website