Name *

First Name

Last Name

Phone *

(###)

###

####

Address *

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

What services are you interested in? *

General Estate Planning

Will Package

Trust Package

Probate

Other

What type of appointment do you prefer? *

Evening

Weekend

Weekday, 9am-5pm

Do you prefer to arrange our first meeting by e-mail or phone? *

E-mail

Phone

Do you currently have a will and/or a trust? *

Will

Trust

Are you currently married? *

Yes

No

If you are married, have you or your partner been maried to someone else before?

Yes

No

Do you or your partner have minor children?

Yes

No

If you answered "yes" to the above question, are the minor children from the current or a past relationship or do you have children from current and past relationships?

Current relationship

Prior relationship

Both relationships

Do you or your partner own real estate within the State of California?

Yes

No

Do you or your partner own real estate outside of the State of California?

Yes

No

Are you and/or your partner U.S. Citizens? *

Unique estate and probate issues arise if one or both partners are not U.S. Citizens. This issue requires additional research and preparation for your initial consultation.

Yes, we both are

One of us is, the other is not

Neither of us are