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Our Process

Learn About How We Work With You

Choose your Path

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Who We Serve

Most of our clients reside throughout the Bay Area, including Pleasanton, Livermore, Dublin, San Ramon, Danville, Hayward, Fremont, San Jose, and San Mateo. We also serve clients throughout the Central Valley, including Tracy, Mountain House, Manteca, Lathrop, Stockton, Lodi, Modesto, Ripon and Fresno.


We also work with clients virtually throughout California through our online interview process and consultations via video and phone conferencing.

​Where We Shine

Our sweet spot is in the “set-up phase” of trust and estate planning. Many of our clients are brand new to the estate planning process, and are looking to get started on the right foot with a proper foundation. We also frequently assist clients who have completed trust and estate related estate planning documents years ago, and are looking to update those plans to bring them current.


When needed, we also assist clients with post-mortem trust administration and probate matters, as well as estate and trust disputes through our association with an established Silicon Valley law firm.

Step 1: Design Your Trust and Estate Plan

We have developed a comprehensive, user-friendly online interview to get you started, followed by advising and support to bring it all all together to completion.

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First, Complete Our Online Interview

Our interview program was built by Brian Qualls personally, and is an estate planning system in and of itself. It is very comprehensive, while also remaining simple and clear. It gives us all the basic information we'll need in order to best advise you, and guides you step-by-step through the key points of trust and estate planning, allowing you to make substantial progress at your convenience from any device. 

 

The interview asks for general/approximate information and does not require any security-sensitive details. You can save and return to the interview as needed.


There are two versions of the interview, one for single individuals, and one for couples.


Begin the Singles Interview
Begin the Couples Interview

Next, Attorney Consultion

Consulting is at the heart of any productive attorney client relationship. Anything that you don't understand or feel comfortable with? We'll help you figure all of that out and offer suggestions to best serve you.  

Step 2: Review and Sign Your Documents

We carefully prepare all of your legal documents and provide you with complete and highlighted draft documents to review. Once you approve your documents, you will sign them with the proper legal formalities based on which package you choose.

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Step 3: Integrate Your Assets

We will assist you with what is needed to fully integrate your assets with your trust and estate plan. This typically involves submitting your signed property Deeds to submit to the local recorder’s offices with the needed forms, and instructing you how to update your financial assets with your bank, investment advisor, and life insurance companies.

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We Will Be There for You Later, as Well

Once the above steps have been completed, we will remain available as your personal attorney to keep your plan current over time as your assets and family dynamics change, as well as provide assistance following a death.

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