How to Get Started

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How to Get Started

  1. Contact us for a free consultation to discuss your estate plan at 949-756-0684.
  2. We will send you a questionnaire for you to complete and have available at the consultation. (Or click here to Download the Questionnaire.)
  3. You and your spouse must be at the meeting together because California is a community property state. Please bring your current trust, wills, powers of attorney, and healthcare directives for us to review.
  4. During the consultation we will review your current documents and identify problems.
  5. We will propose a solution to each area of concern and explain the fees associated with the choices you make.

Contact us for a free consultation in either our Irvine or Long Beach office by calling 949-756-0684.