Pleasanton Estate Planning Lawyer
Expert Trust and Estate Planning Attorney Will Bring You Peace of Mind
Choose your Path
Direct Line
(925) 400-7753
Who We Serve
Most of our clients reside throughout the East Bay Area of California. We also serve clients throughout the Central Valley, primarily in San Joaquin County.
In addition, we 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.
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 a review package to demonstrate the key points. From there, we'll address any feedback or questions and then finalize your documents for signature with the proper legal formalities.
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.
We Will Be There for You Later, as Well
Once the above steps have been completed, you can celebrate the accomplishment and take comfort in knowing that we will address any requested changes at no additional change for a full 90 days from the date of signing. We find this alleviates any unnecessary perceived pressure or perfectionistic tendencies with your decisions, which in turn allows you to move through the process with greater ease. Moreover, we are a relationship law firm and will remain available as your personal attorney to keep your plan current over the long haul as your assets and personal/family dynamics change, as well as provide assistance to your loved ones following a death.
Subscribe
To Stay Current