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The initial steps: decision & consultation

Congratulations!  The most important step in any plan is making the decision to take action.   Too often, parents and families simply procrastinate endlessly before taking action to compose an estate plan. The good news is that this is the hardest step!  

​The first step in implementing your Family Plan to protect your loved ones is to simply contact our office at (949) 500-2818 or email us to schedule your initial consultation.  During this initial consultation, we will gain a better idea of your particular goals and circumstances. We are available at your convenience and will always strive to accommodate your schedule based upon your personal needs.

What happens next?  

Upon scheduling your initial Family Planning Consultation, we will email you our Family Planning Assessment. It is important to provide us with your correct email address and contact information at the time you schedule your appointment.  We request that you complete and return the Family Planning  Assessment prior to your appointment to ensure that we address all of your goals. If you have difficulty completing the questionnaire or need assistance, feel free to contact us or simply complete the questionnaire to the best of your ability and we will address any specific questions during your initial appointment.  We request that you email the completed documents at least 3  days prior to your visit.  

Complete the process.

 The initial meeting is designed to complete the following: 

  • Review the Family Assessment with your attorney;
  • Address any specific concerns or goals you may have with regard to financial matters, spiritual, emotional, intellectual or physical concerns;
  • Assist and counsel you in making informed and designed decisions for the benefit of your family;
  • Ensure that you have a complete understanding of your personal, family, and financial goals.

In summary, the goal of the initial meeting is to provide you with a clear understanding of the process and to make sure that we have addressed all of your concerns and goals.  We are also here to make sure that you feel comfortable with your attorney and the entire process. 


We put your plan into action.

Once we have completed the designing phase of your Family Plan, we will get to work on putting this plan into action. This may include the implementation of various documents such as:

  • living trusts
  • irrevocable trusts
  • revocable trusts
  • wills
  • durable powers of attorney
  • health care directives (health care proxy)
  • living will
  • business succession documentation
  • any other documents specifically tailored to meet your goals

In addition, we prepare a comprehensive kit designed to provide all the protection needed for your children in the event something were to happen to you.

This kit includes several documents such as:

  • temporary (emergency) guardians
  • financial trustee appointment
  • long-term guardian appointment
  • emergency medical cards
  • instructions to current caregivers
  • instructions to long-term guardian and more.

During the follow-up meeting, you will meet directly with your attorney who will fully explain and map the Family Plan to you. In addition, you will have the opportunity to ask any questions you may have regarding your Family Plan, how it works and what to do to maintain it. Following the completion of your plan, we assist you in ensuring that the plan is properly funded, that the plan is properly maintained in the future, and it is stored properly.  The "key" persons named in your documents are also notified (at your direction.)   

​Our goal is always to ensure that every family leaves our office with a thorough sense of pride, serenity, and comfort knowing that they have planned for their family's future in a thoughtful, comprehensive, and caring manner.

Schedule your consultation today.


Throughout one’s life, it is possible that one may experience the loss of a loved one.  During this time period, often the probate process or trust administration process is necessary to properly handle the decedent’s estate. 

At our firm, we recognize that these processes are often “first experiences” for many and usually take place during a difficult time in one’s life.  We strive to make the probate administration or trust administration process as stress-free, quick, and effective as possible.

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