Step One: Scheduling Your Appointment
Please call (510) 655-4888 to schedule your initial appointment with one of our Estate Planning attorneys. Our
main office is located in Oakland, California. We have additional offices throughout the Bay Area, and would happy to meet closer
to where you live.
We know that some of our clients may have transportation issues or be more comfortable in their own home - if so,
please let us know what would be most convenient for you.
Step Two: Your Initial Appointment
At the Initial Appointment, we will review your documents and personal information. You will also get a chance to tell
us about your family, priorities, goals, and dreams – things that are difficult on a form but are very important to designing the
right solutions for you.
After we have gotten to know you better, we will educate you about the law and what would happen to your family and assets under your
current plan if you become incapacitated or die. Finally, we will answer any questions you have about our firm, the planning process,
or the law in general.
If you decide to hire us and we decide to take you on as a client, we will then design your estate plan. This can be accomplished
during the first meeting, or you can choose to set up an additional meeting. We will ask you a number of questions that allow you
to customize your plan to get exactly the protection you need.
Based on your answers to the questions, we will give you a firm, flat fee quote for our legal services. We most commonly work on a flat
fee basis – so you will know the entire fee up front and will not be surprised by an unexpectedly high hourly-fee bill.
Step Three: Drafting Your Documents
We will then move forward by drafting your documents. We will mail you drafts of these documents so that
you have a chance to review them with your family at your leisure. We welcome you to make an appointment, either in person or
by phone, to answer any questions you may have about your document drafts. Of course, we will be happy to make any changes and
corrections you may have at this time.
Step Four: Finalization Appointment
Once your drafts are satisfactory, we will schedule a Finalization Appointment where you will review and sign
the documents for your estate plan. The documents will also be notarized by our in-house notary at this time. At this meeting,
we will review your assets with you and verify that all of your asset transfers are moving forward. You will also have the opportunity
to ask us any questions that you might have about funding your estate plan. The signing ceremony will take place 2-3 weeks after your
plan is designed and should last about one to two hours. We then scan your originals into our electronic document database so
that you or your successor trustees will have access to your documents anywhere in the world, at any time of day.
Step Five: Our Maintenance Program
We believe that Estate Planning is a life-long process. We update our clients to changes in the law via our regular
newsletters. Additionally, we invite you to schedule an appointment with us every three years (or more frequently, if
there have been major changes in your life) to review your Estate Planning Goals. Finally, what truly sets us apart is
that we are there to answer questions: today, tomorrow, and down the road. We truly look forward to a life-long
relationship with you and your family!