What We Cover in Your Free Consultation
Every itinerary starts with a conversation about where you’re headed.
Your free 15-minute consultation is a no-pressure, no-obligation call to talk through your situation and figure out what kind of plan actually fits your life. There is nothing to prepare and no documents required — just bring your questions.
During the consultation, we’ll typically discuss:
- Your family and who depends on you — spouse, children, aging parents, or anyone you want to provide for
- What you own — a home, savings, retirement accounts, a business, or property in more than one state
- Whether you have an existing plan — and if so, whether it still reflects your life today
- Which documents may make sense for you — a will, a living trust, powers of attorney, or advance health care directives
- Whether probate is a concern — and what California law would do with your estate if you have no plan in place
- What the process looks like — timeline, flat-fee pricing, and what happens after you decide to move forward
You’ll leave the call knowing your options and a clear next step. If the firm isn’t the right fit, we’ll tell you that too.
Consultations are available in English and Spanish.
