Our Process

Learn About How We Work With You

Choose your Path

Image by Andre Hunter

Who We Serve

Most of our clients reside 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.

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.

Our Process

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

Step 1: Design Your Trust and Estate Plan

We have developed a comprehensive, user-friendly online interview to get you started, followed by a personal consultation to bring it all together with complete advice and guidance.

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 advise you at your consultation, and guides you step-by-step through the key points of trust and estate planning, allowing you to accomplish a great deal before your initial consultation even takes place! 


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.

After you submit your interview, you will schedule an individual consultation (via Zoom, FaceTime or by phone these days) to personalize the process and 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

Next, Schedule Your Personal Consultation 

Your personal consultation involves approximately 90 minutes of 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 personal consultation, one occurs virtually and is complimentary. The other (when available) occurs in-person and involves a legal fee that is applied to the overall cost of your project. The content of both consultations are identical, the only difference is one format is virtual and the other (when available) is in-person.

Complimentary "Virtual" Design Consultation via Zoom, Facetime, or by Phone: This option typically occurs via Zoom. We will provide you with a link to our private online conference room where we are able to see each other, communicate openly, and even share documents and illustrations of important concepts. You will need a computer or other device with a camera. If that is not an option for you, we can also have your consultation over the telephone or via FaceTime. 

In-Person Design 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 design consultation is $650, and the fee is applied to the cost of your overall project.   

Please note however, that at this time we are not offering in-person design consultations. We invite you to consider a virtual consultation instead. We have worked with hundreds of clients this way and for most clients it works out very well. However, we understand that it is not the right fit for everyone.

Step 2: Review and Sign Your Documents

We carefully prepare all of your legal documents after your consultation, and then send you complete and highlighted draft documents to review. If desired, we can schedule a review meeting to go over the completed drafts with you via Zoom while sharing our screen, or over the phone. Once you approve your documents, you will sign them with our detailed instructions and return any property Deeds to us for recording, or (if available) come to our office to sign your documents. It all depends on which package you choose and which is available (currently our virtual "Foundation" package is the option we are providing clients at this time).

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 returning your signed property Deeds to us 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, 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

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