Types of Appointments

 Let's get together and talk about the legacy you wish to leave your loved ones.

We will discuss your specific situation and if we decide to work together, you will complete a questionnaire and agreement to get started.  (FREE 30 minute initial consultation.) 

Call or E-Mail the office when you have questions completing your questionnaire or changes to your Client Design. 

My office is here to help! 

  This service is included as a client.  

A 30 minute appointment with a notary to notarize your documents.*

Your documents will be scanned and you will receive an digital copy as well as the signed originals in your Estate Planning Organizer.

*Notary fees apply.

In person at my office

or

Your home in Ventura County

(Inquire about neighboring counties.)

You Choose:

On the Phone

or

Virtually via Zoom