Becoming a Client

Becoming a Client of Qualls Law Firm

Who We Work With

We serve clients all 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.

Our sweet spot (where we really shine) 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 regularly 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.  

Our Process

We pride ourselves on making the estate planning process as easy and hassle-free as possible.

It all starts with scheduling your complimentary consultation. Please note: Although this meeting is complimentary, we could easily and justify charging several hundred dollars for the consultation alone, considering the value you will receive in terms of legal advice and the understanding you will gain about trusts and estate planning. However, we prefer to offer the consultation as a complimentary meeting so that it’s as easy and comfortable for you as possible to get started with no risk, and to be certain that we are a good fit to work together before any investment is made. Your consultation can occur at any of our office locations, or at your home or office. We also offer appointments every other Saturday to accommodate clients who may have very limited availability during the work week.

Prior to your consultation, in order to give you proper legal advice and guidance as to the best options for you, we will provide a new client organizer to help you prepare for your consultation and help ensure that you get the most value for your time. The organizer should be returned to us prior to the consultation (ideally) and in all cases must be brought with you to the meeting.

At your consultation, you will meet with Brian Qualls and design the optimal estate plan for your personal situation. Brian will learn about your family, your property, your goals and concerns, teach you about how the various laws apply to you, and custom tailor a plan that gives you the peace of mind you deserve. If at the conclusion of the consultation we determine that we are a good mutual fit to work together, Brian will provide you with pricing options to complete your estate planning documents and implement the plan you’ve designed.

Next, 2-4 weeks after your consultation, you will review and sign your estate planning documents. This can be done at our office, or in your home with the service of a mobile notary. We will also assist you with the needed steps to transfer and structure your assets to conform to the estate planning documents you have just signed.

Once the above steps have been completed, we will remain available as your trusted advisor to keep your plan current over time as your assets and personal/ family dynamics change.