Protect.LIFE
Start now! FREE Design Meeting (OFFICE or WEB)
Even the Signing Meeting can be done online! Or sign docs at our office in Morro Bay — hotel is on us!
Against meeting online? WE ARE BASED IN SLO COUNTY. See What You Give Up with a Local Estate Planning Attorney — unless of course you are also in SLO County! (As you may have heard from our radio commercial, All Trusts are NOT Created Equal.)
STEP ONE: Estate Planning Webinar
To schedule your FREE initial design meeting (either at our OFFICE or via WEB), you must first watch our free 51-minute recorded “Estate Planning for Family Protection” webinar here:
www.FreeEstatePlanningSeminar.com
This required step is intended to make your initial design meeting as productive as possible.
Potential clients need to input name and email so we can verify completion of this step.
WARNING: This webinar is packed with information, and may cause some to delay their planning as they mull over various issues presented. That is not the desired effect. You are not expected to learn everything that is mentioned in the video, or resolve issues on your own. The webinar introduces you to a wide variety of issues and solutions so that you have at least heard these concepts once before your free design meeting. This makes the meeting far more productive, if we meet soon afterward. Please schedule your free design meeting while issues are fresh in mind.
(Total viewing time: 51 minutes)
STEP TWO: Estate Planning Priorities Quiz
Once you have watched the webinar, fill out our Estate Planning Priorities Quiz — it’s multiple choice, only takes a few minutes. This “quiz” is not a test of knowledge; it is merely a quick inventory of your priorities in estate planning and will serve as a framework for our first meeeting.
STEP THREE: Design Process (OFFICE or WEB)
After we receive your Estate Planning Priorities Quiz, we will contact you to schedule your initial design meeting (via Zoom or at our office). A flat fee is quoted at the end of the meeting. If you decide to proceed, your plan is refined at several additional review meetings, according to the level of planning engaged. (Although remote signings are possible, final documents are usually signed at our office and we record deeds electronically at the signing meeting.)
We seek clients who are serious about Asset Protection, Venture Protection, and most of all, Family Protection. Maybe that means you train your kids on guns, maybe not. An unfortunate reality is that some people should not have guns (or trusts, for that matter). There are many ways to protect your family, and we will help you consider all options.
**OPTIONAL** Webinar for GUN OWNERS:
An estate plan only provides peace of mind if it is comprehensive and updated regularly.
Our optional client maintenance plan (CMP) is only $25/month*
(Well worth it, as you can see from the list of benefits.)
*But it’s FREE if you pass the handgun skills test at our free training.
LawNews.TV®
"Nothing is as powerful as an idea whose time has come." --Victor HugoLawNews.TV® was an idea ahead of its time. Created in the year 2000 by Attorney David Duringer to deliver legal information and counsel over the internet, the service used cutting edge technology of the time such as Webex to conduct highly productive, content-rich web meetings. But the practice was mainly local at that time and people naturally prefer meeting in person, so apart from our periodic LawNews.TV® newsletters and webinars, the web meeting aspect of the service was used mainly by clients residing in Washington State or more remote areas of California, or clients confined to their homes.
Fast forward to 2020: Everyone is confined to their homes. Plus we moved our main office to the Central Coast, so everyone is remote.
LawNews.TV® ... an idea whose time has come!
Will people learn to love confinement? Let's hope not. Let's hope we can all get back to normal social life ASAP. We do have satellite offices located throughout California for clients who prefer to meet in person, but even local clients enjoy the flexibility of meeting with us over the web as their "in-house" counsel.
LawNews.TV® is there for you. Try it out for free!