Schedule Consult

SCHEDULE YOUR LIFE & LEGACY PLANNING SESSION TODAY

Hey, congratulations. I'm assuming you made it to this page because you want to talk with us about how you can keep your family out of court or out of conflict when something happens to you.

Or, maybe you are the family member or close friend of a loved one, and something has happened and now you need advice. If so, our hearts are with you, and we will do our best to help you keep things as easeful as possible.

There are three options for you to get our support. 


Choose the one that's best for you:

FREE 15-MIN PHONE CONSULTATION

Not sure if we offer a particular service or have a quick question? You can schedule a quick 15-min call but understand we can't give legal advice without being retained or give price quotes over the phone with so little information.

LIFE & LEGACY PLANNING SESSION

We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.

PROBATE OR TRUST ADMINISTRATION 

Are you trying to help a loved one who is incapacitated or need help with a probate action or as the successor trustee after a loved one passed away?




Or call (650) 600-1735 to schedule your Life & Legacy Planning Session *

* For those where coming to our office or meeting online would be a burden (such as for elderly clients unable to travel), we do offer in-home visits in Santa Clara County.  If you live outside of Santa Clara County, all meetings must be online.

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