Book an Estate Planning Consultation

Yes, it's free for new clients.

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Free Estate Planning Consultation


2-Hour Consultation
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  • Creating or updating a revocable living trust.
  • Preparing a will, powers of attorney, and advance health care directive.
  • Reviewing an existing estate plan to confirm it still fits your goals.
  • 2-hour consultation; either in person or remotely over Zoom.


After scheduling, you will receive an email with a link to an online intake form to complete before your meeting. Completing the intake form in advance helps make your time with the attorney more productive by focusing on the substantive issues and goals that are important to you, rather than using meeting time to gather background information.

Questions before booking? Call (805) 601-7710 or email [email protected].