Have Questions And Not Sure Where To Start?
Meet with us for a one-on-one consultation where
you can get your questions answered.
Everyone knows they need some type of estate planning, but often don’t know where to start. You can meet with us one-on-one and we will review where you are, listen to your concerns, answer your questions, and let you know your options.
Please fill out the form below to request a consultation or call us at (805) 409-3878.
What Can I Expect?
At your consultation, which typically lasts 1 to 2 hours, we will first spend time getting to know you and your family. We will listen carefully to your concerns to make sure we address what is most important to you. Next, we will review where you are today, and discuss your concerns and wishes in light of your existing planning (or, if you have no existing plan, what the State of California has planned for you). We will then discuss your options and go over possible solutions specific for your individual situation.
Do I Need To Bring Anything?
We will provide you with a short questionnaire to complete before your appointment. Also, please bring a copy of your most recent tax return. We will be discussing two areas primarily: your family and your assets. You may want to spend some time thinking about the important people in your life, and the roles you want them to play in the future. You should also think about your assets and start making a list. This includes your house and other real estate, bank accounts, brokerage and retirement accounts, life insurance policies, stocks or bonds, ownership interest in a business, and any other valuable property you own or control. You may bring account statements or any other documentation you think may be helpful. Also, if you have ever done any estate planning before, such as a will or living trust, you should bring a copy of those documents as well.
Do You Offer Evening or Weekend Appointments?
Yes! We understand that meeting during the week can sometimes be difficult. We have evening and weekend appointments available to fit your schedule.
What If I’m Not Quite Ready?
If at the end of our meeting you decide you are not quite ready to move forward with planning, you will still leave with a clear understanding of your situation and the choices available to you. There is no obligation to do further planning after the first meeting.