To book an appointment to talk to us about how you can best protect your wealth and your family, please follow the instructions below. Or, for immediate assistance, call us at 619-550-3080.
15 Minute Free Call
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Duration: 15 minutes
Meeting Type: Phone Call
This short meeting is a good option if you previously had a consultation(s) at another firm, but are still looking for the right professional to work with. There will not be time to discuss your situation in detail, as time passes quickly. We will answer questions, and further explore working together.
**Note: No specific legal questions can be addressed on this call. You will need to schedule an Initial Planning Session with an attorney to address your specific situation.
Initial Planning Session
Duration: 1.5 to 2 hours
Meeting Type: In-Person, Video Conference, or Phone Call
Prior to our initial estate planning consultation, you will be asked to complete the initial estate planning questionnaire. This is an important first step in the process. During the consultation, we will talk about your legacy goals. We will review and discuss the information contained in your questionnaire and I will listen carefully as you describe your intentions. I will answer questions and discuss concerns. Once we both understand each other, I will give you my estate planning recommendations. I will tell you in plain language what I think you need and why I think you need it. I'll also tell you the exact cost.
Advanced Planning Strategy Session
Duration: 1 hour
Meeting Type: In-Person, Video Conference, or Phone Call
Prior to our meeting, you will be asked to complete the initial client questionnaire if you have not done so already.