Five meetings. Every decision, in the open.

The process starts with an initial consultation. You fill out our client questionnaire beforehand, and we use it to discuss your concerns and questions, walk through our process, and decide together if we are a good fit.

We dive into the details of your plan and give you choices and recommendations based on your situation. At the end of the meeting we have a clear blueprint to draft your documents.

We go over the first draft of every document in detail and explain when and how each one will be used. You can make changes; we revise and send them for a final review.

Once your documents are final, it’s time to sign.

• In Los Angeles: We meet in person at our office to sign and notarize your documents.
• Elsewhere in California: We mail your documents with clear instructions so you can sign with a notary near you.

Either way, you’ll receive your original documents in a beautiful binder, along with a USB drive containing electronic copies. You’ll also have secure access to your documents anytime through our client portal.

A trust only protects what’s in it. That’s why we “fund” your trust together, transferring your assets into it so your plan works the way you intend.

Choose the level of support that’s right for you:

• Guided (included): Our trained staff walk you through each step so you can complete the process with confidence.
• White Glove (additional fee): Prefer to have it handled? For an additional fee, we’ll take care of the funding for you.

California real estate is always handled by us. We record your original deeds with the appropriate County Recorder’s office, and return the originals to you by mail once recording is complete.