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Get Started On Your
California Estate Plan

Ready to Get Started?

Are you ready to get your Will or Trust in place, but aren't sure how to get started?  Then you've come to the right place.  

Our simple and convenient estate planning process will have you on your way to creating a powerful and effective estate plan.  Your plan will be personalized and custom-designed to meet your needs, and to ensure that your objectives and wishes are upheld down the road.  We'll take the time to learn about your family and your situation, walk you through and explain the various options available to you, and then guide you through the process of choosing and building your plan.

Click the Get Started Now button below, or keep reading for further details.

Get Started Now

Peace of Mind Planning Session

Most of our clients start by scheduling a Peace of Mind Planning Session.  More than just a typical "consultation," the Peace of Mind Planning Session is a legal and tax planning session with our attorney so you can learn more about your options, our process and fees.

Here's what you can expect during your planning session:

  • You'll share your goals and objectives for protecting your family and assets;
  • You'll learn how to ensure your family is prepared for life without you;
  • You'll discover how to choose the right guardians for your kids and avoid making common mistakes;
  • You'll learn how to legally avoid estate taxes and keep your family out of court;
  • You'll be taught the secret to protecting your family's inheritance from lawsuits and divorce;
  • We will explain your various options, our estate planning packages and flat-fee pricing;
  • If we both agree that we're a good fit to work together, we'll discuss next steps.

If you want to create a Will or Living Trust, but just haven't gotten around to it yet, then now is the perfect time for you to safeguard your family assets, protect your spouse and children, and preserve your legacy. Our simple and convenient process will give you the peace of mind of knowing you finally have your affairs in order.

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Attend a Free Live Webinar or On-Demand Webinar

Some of our clients choose to get started by attending one of our free online Live Webinars or On-Demand Webinars.  

Live Webinars are interactive and include a live Q&A session during which we will answer your general questions about estate planning, wills, trusts, and our simple and convenient planning process. On-Demand Webinars are available to you for viewing at your convenience any day of the week at any time, and cover the same material a Live Webinars, but without the live Q&A session.  However, you will have the opportunity to submit questions to us to which we will be happy to respond afterwards.

All of our Webinars are easy to attend; no special software is needed and you can view any of them directly from your web browser. And registration takes just a minute to complete. It's easy and convenient to attend.  And best of all, our Webinars are free.

Register Now for a Free Webinar

Schedule a Short Call

Schedule a brief, complimentary 15-minute, no-pressure, no obligation Zoom video call or voice telephone call to discuss your estate planning needs and how we can help you create a comprehensive plan that will accomplish your goals.

This is a good option for someone who's not quite ready yet to schedule a Peace of Mind Planning Session but has a few questions about the process. Please note that we do not discuss fees or costs outside of the Peace of Mind Planning Session because it's too difficult to provide estimates without having more information, and the fee can vary on a number of different factors, most of which are too complex to discuss in a brief phone call. However, virtually all of our estate plans are flat-fee, and not billed by the hour, and you'll be able to choose the level of planning you think is best for you and your family after we'ver presented all your options.

Schedule a Quick Call

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