A convenient format
Virtual consultations are available throughout California, so you can have the conversation from wherever you are most comfortable.
The Process
From our first conversation to your completed plan, every step is personal, practical, and explained in plain language.
Step 01
We collect key details about your family, assets, and goals to ensure your matter is handled as efficiently as possible.
Step 02
Your estate plan is designed during this meeting. We answer your questions and give you peace of mind about the path forward.
Step 03
Depending on your location, this meeting can be in person or virtual. Your documents are presented, reviewed, and executed.
Step 04
We provide ongoing support to our clients. Your plan stays current as your life and laws change.
Ready to take the next step? Start with a conversation about what matters most to you.
Schedule a consultationBefore we meet
Your consultation is a focused, comfortable conversation about your family, your goals, and the kind of protection you want your plan to provide.
Virtual consultations are available throughout California, so you can have the conversation from wherever you are most comfortable.
Once we understand your goals, you receive a clear flat-fee quote up front, with no surprises about the cost of your plan.
Your plan can be revisited when life changes. We remain available to help you keep it aligned with your family and goals.
Every family's situation is different. Whether you're wondering about wills, trusts, or what happens if you don't plan — a quick conversation can bring clarity. No pressure. Just honest answers.
FAQ
A will explains how you want assets distributed after you pass away and generally goes through probate. A living trust can help your loved ones avoid probate, preserve privacy, and manage assets according to your wishes. Many families use both as part of a complete plan.
Bring it with you. We can review your existing documents, explain how they work together, and identify updates that may be appropriate based on changes in your family, assets, or goals.
Yes. Virtual consultations are available for families throughout California. Secure portals, e-signatures, and digital notarization can also help you complete your plan from home.
Your initial consultation is free. It is an opportunity to understand your goals, discuss possible planning options, and learn what working together would look like before you decide on next steps.
Review your plan when life changes, including after marriage, divorce, a new child, a move, a significant change in assets, or the death of someone named in your documents. We remain available to help when those changes affect your plan.