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Follow steps on this page to set up an estate planning appointment.  (If you want to meet about something other than estate planning, email directly.)  Not quite ready yet to start?  Attend our free Family Protection Clinic, a fun way to learn about estate planning, asset protection and family protection.
STEP 1: Download Questionnaire
Our simple, six-page intake questionnaire  will take just a few minutes to fill out.  We need it completed before we can schedule the 90-minute Design Meeting.

Click icon below for questionnaire:
Document
If for some reason you cannot download and view the file, click on this link to request that it be emailed to you:
STEP 2: Submit Questionnaire
Print, complete and then submit the questionnaire by fax to 949-215-4141, or scan and then email here. Or just mail it (please include check for payment if mailing--see Step 4).
STEP 3: Free Phone Consultation
After submitting your questionnaire, you may call for a free preliminary phone consultation: 949-215-9995
STEP 4: $419 Payment Required to Schedule Design Meeting

This payment is a fixed fee for the design meeting, but will be credited toward whatever fee we quote for estate planning.  (For a simple Level One estate plan for a single person, $419 is the entire fee.)  Review our fees here. At the design meeting, you will have the option to upgrade to other planning options if recommended for your situation.
(PayPal account is NOT required.  Simply ignore login and just use your credit card.)
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STEP 5: Sign Up for Newsletter
Newsletter is free, informative, and helps us stay in touch during the planning process. You may unsubscribe anytime.
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