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. 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 estate planning process as easy and hassle-free as possible. There are three steps involved:

Step 1:   Book an Initial Phone Call  (Optional, but recommended as a great starting point)

During this complimentary 20 minute phone call, Brian will learn about your personal situation, answer basic questions, and help determine the best next steps for you, which may include scheduling a consultation (Step 2) or referring you to another attorney. Click here to book your initial phone call.

Step 2:   Consultation to Design Your Estate Plan

This can occur at any of our office locations (including Pleasanton, San Jose, San Mateo, Lathrop, and Fresno), at your home or office, or as a web meeting. We also offer appointments throughout the week, as well as every other Saturday.

At your consultation, you will meet with Brian Qualls and design the optimal estate plan for your personal situation. If at the conclusion of your consultation it appears that we are a good mutual fit to work together, Brian will provide you with a fixed price to complete your estate planning documents and implement your plan. Click here to book your consultation.

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 best advice possible.

Step 3:   Review and Sign Your Estate Planning Documents

2-4 weeks after your consultation, you will review and sign your estate planning documents. This can be done at any of our offices, or in your home or office. We will also assist you with the needed steps to fully integrate your assets with your new estate plan.

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 family dynamics change.