3 Simple Steps To Effective Estate Planning

Personalized planning made simple. We employ a practical approach to design the right plan that fits your unique needs. Here is our 3-Step Process that helps determine your goals and objectives as well as educates you about Estate Planning strategies.

#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

Schedule Free Phone Consultation

#2. Estate Planning Questionnaire

Please complete our Estate Planning Questionnaire by selecting the button the right. The information will be used to prepare your Estate Plan Portfolio. Leave any question blank that you would like to discuss at the time of your consultation.

Additionally, please review the Policies on Professional Services

Client Questionnaire

#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.

Consultation Materials
Funding Instructions
Policies on Professional Services