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.
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. Your consultation involves approximately 90 minutes of personalized advice and guidance on every aspect of your estate planning needs. We help you figure it all out in a relaxed and informative meeting.
You have two options for your initial consultation, one is complimentary, the other involves a minimal fee that is applied to the cost of your project. The content is identical, the only difference is that one consultation occurs via the web, and the other in-person.
Complimentary consultation: This option occurs over the web. We will provide you with a link to a private online conference platform where we are able to see each other and communicate openly. You will need a computer or other device with a camera. If that is not an option for you, we can provide a conference call line to have your consultation over the telephone instead.
In-Person Consultation: This meeting will occur in our office or (depending on your location) can occur in your home or office. The fee for an in-person consultation is $180. Your satisfaction is guaranteed, and the fee is applied to the cost of your overall project.
You can schedule your web or in-person consultation through our online calendar, or contact the office via phone or email.
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.
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.
To Stay Current