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GET STARTED

We make it easy to get started. Just do it (in less than an hour).
 
Getting started is the most difficult part of setting-up an estate plan or figuring out where to start after someone passes away. Now that you are here, you are on your way! The first step is to contact us to schedule a complimentary 15-20 minute telephone call with one of our attorneys. We will answer any initial questions you have about working with us and explain our services, process, and fees.
 
Before our call, please explore Our Approach and Our Estate Planning Process to familiarize yourself with our firm and how we provide extraordinary services. We will explain our fees on our call.
After our initial call, we will send you a Questionnaire to complete and return. The Questionnaire is confidential and should take about 30 minutes to fill-out. AFTER we receive the Questionnaire, we will contact you to schedule our first meeting (currently, via Zoom or telephone). For estate planning, this begins Phase 1 of our journey together. To learn about all 4 Phases of our Estate Planning Process, click here.
 
We welcome you to invite your financial advisor and other trusted persons to join our meeting. Proactive collaboration is part of the extraordinary service we provide.
get_started

3 EASY STEPS TO GET STARTED:

Start by contacting us to schedule a complimentary
15 minute call.

Email us

1

CHAT
WITH US

Chat with us about your situation. We will answer

your questions and explain our services, process, and fees 

(15 mins).

2

RETURN

QUESTIONNAIRE

Complete a Questionnaire and return it to us

(30 mins).

Download PDF

3

SCHEDULE MEETING

After we receive
your Questionnaire,

we will schedule an

initial meeting (currently,

via Zoom or telephone).

start_here

READY TO START!

CALL

US

Tel. 650-578-0300

Please leave a voice message (with your email address).

Receptionist Hours:

Monday - Friday
9:00 am - 5:00 pm

EMAIL

US

Questionnaires
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