Our Vision Meeting enables you to know exactly what you need to do to create an estate plan that meets your unique needs. It’s an in-depth process that educates you on the basics of estate planning and empowers you to make the most informed decision possible.

After you schedule you’re meeting, you’ll be asked to watch our FREE 35 minute Estate Planning 101 Workshop and fill out a confidential client questionnaire that helps us understand your priorities, needs, and goals.

If at any point you have any questions, please contact us: (657) 215-1990 or calegacylaw@gmail.com.