#1. Schedule Consultation
Select the button on the right to schedule your free phone consultation online.
If you need to schedule an appointment outside of our available consultation times, please call our office at (949) 251-8877
#2. Estate Planning Questionnaire
Please complete the following Client Questionnaire. Much of the information is optional and will be discussed in detail during your telephone consultation.
Please share any information you feel comfortable providing. We will review your goals, family structure, and any unique circumstances together during your consultation.
If possible, include how real property is titled and who is designated as beneficiary on retirement accounts and life insurance. We will review your asset information in detail during your telephone consultation.
#3. Attorney Consultation Day
On the day of your consultation, you will need to have access to your computer, iPad or laptop to join our virtual Zoom meeting. An attorney will review the Estate Plan Questionnaire you submitted. During your appointment, your Attorney will provide you with an Educational Consultation explaining your Estate Plan Portfolio, Funding issues, and then finally how to sign, witness and Attest to your Estate Plan Portfolio documents.