Our Process

Learn About How We Work With You

Choose your Path

We Serve Clients Both In-Person and Virtually

We serve clients in-person throughout the Bay Area, including Pleasanton, Livermore, Dublin, San Ramon, Danville, Hayward, Fremont, San Jose, San Francisco, and San Mateo. We also serve clients throughout the Central Valley, including Tracy, Mountain House, Manteca, Lathrop, Stockton, Lodi, Modesto, and Fresno.


In addition, we are able to work with individuals 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.

Our Process

We pride ourselves on making the process as easy and hassle-free as possible. There are essentially three steps involved:

Step 1: Choose an Option to Design Your Trust and Estate Plan

Unlike other firms who have only one way of doing things, we give you the freedom to choose your path to design your estate plan and living trust. Here are your options:

Option A: Schedule an Initial Consultation

This is the traditional and most common approach. You can schedule through our online calendar, or contact the office via phone or email.


Your consultation can occur at any of our office locations, at your home or office, or as a web meeting. We offer appointments throughout the week, as well as every other Saturday.

Option B. Complete Our Online Interview

This option allows you to get started online on any device. Our interview program was prepared by Brian Qualls personally, and is unlike any other available. It is comprehensive, yet simple, and your progress can be saved and completed in more than one sitting, if necessary.


After you submit your interview, you will receive a consultation, typically via video or phone conference, to bring it all together.


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


Begin the Singles Interview
Begin the Couples Interview

Step 2: Review and Sign Your Documents

This typically occurs 2-4 weeks after you have completed step 1. You may sign your trust and estate planning documents at any of our office locations, in your home or office with the assistance of our mobile notary, or we can email the documents with instructions for you to sign anywhere you choose.

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 mailing your signed deeds to the local recorder’s office with the needed forms, and obtaining forms to complete and sign with your bank, investment advisor, and life insurance company.

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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Contact Us

You will speak to or hear back from Brian personally.

Address

4695 Chabot Drive, Suite 200
Pleasanton, CA 94588

Contacts

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San Jose

1960 The Alameda, Suite 185
San Jose, CA

San Mateo

1900 S. Norfolk Street, Suite 350
San Mateo, CA

Lathrop

210 Towne Centre Drive
Lathrop, CA

Fresno

466 W Fallbrook Ave, Suite 102
Fresno, CA

Satellite Offices Available by Appointment: