How to Get Started
- Contact us for a free consultation to discuss your estate plan at (949) 833-8891.
- We will send you a questionnaire for you to complete and have available at the consultation. (Or click here to Download the Questionnaire.)
- 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.
- During the consultation we will review your current documents and identify problems.
- 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) 833-8891.
