1. Call us at 714-738-3400
Our assessment starts with a short telephone discussion with you.
2. Make an appointment
Based on that conversation, we usually offer a no-charge first office consultation.
3. Gather your documents
For a quick start, we suggest you gather some information before your first office visit. Try to bring:
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existing trusts,
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wills,
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powers of attorney,
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health care directives,
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deeds
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financial records
Also, be prepared to discuss your personal goals and your family’s particular needs. Your goals are more than numbers. Clients find great comfort in making a plan that includes personal and/or spiritual values and instructions
For the quickest start, bring a completed Estate Planning Worksheet to your first office visit. The worksheet is a way of organizing and presenting the information we need to design your personalized plan. In fact, if you have ANY questions or difficulties in completing the worksheet, , we will be glad to assist you by phone.