STREAMLINED ESTATE PLANNING
STREAMLINED 4 MEETING SYSTEM
OUR SIMPLIFIED 4 MEETING SYSTEM
Serving
California Families
WE MAKE ESTATE PLANNING
Simple and convenient.
Congratulations on taking the first steps toward protecting your loved ones and preserving your legacy. Estate planning is truly one of the most meaningful acts of love.
Family — whether by blood, marriage, or choice — is everything.
As a lawyer, my mission is to bring that same peace of mind to all my clients
OUR 4 MEETING SYSTEM:
1. The Peace of Mind Planning Session
2. The Design Meeting
3. Document Review
4. Signing Ceremony!
What We Do
Comprehensive Estate Planning
Serving
California Families
What will happen during your Peace of Mind Planning Session?
1. I will answer all of your questions and listen as you share your goals, concerns, and objectives
2. I’ll map out your options including a Will versus a Trust, so you can make educated, informed decisions about what is best for your family
3. I’ll thoroughly review our process and unique flat fee pricing so you know exactly how much your investment will be and how long it will take
4. Then, if we decide we’re a good fit to work together, we’ll discuss next steps. And if not, that’s fine too!
5. Either way, you’ll leave our session clearer than ever before about what you really need (and really don’t need!) to protect your family and assets.
Protecting what matter most.
Completing your estate plan isn’t about forecasting death, it is about cherishing life – knowing you’ve done all you can to protect what matters most.
We know how important it is that your loved ones are protected. We also know how busy life is. We make estate planning easy, so you have one less thing to worry about. Watch our on-demand webinar whenever is convient for you!
