Types of Appointments
Prospective Clients
Trust Signing & Notarization
Prospective Clients
FREE 30 minute initial consultation.
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.
Client Meeting
Trust Signing & Notarization
Prospective Clients
Whether it's completing your questionnaire together or answering questions during your review of your prepared documents,
my office is here to help.
This service is included as a client!
Trust Signing & Notarization
Trust Signing & Notarization
Trust Signing & Notarization
A 30 minute appointment with a notary to notarize your documents.*
Your documents will be scanned and you will receive an electronic copy as well as the signed originals in a organized binder.
*Notary fees apply.
Schedule Your Appointment
IN-PERSON MEETING
IN-PERSON MEETING
IN-PERSON MEETING
Choose from:
In person at my office
or
Your home in Ventura County
VIRTUAL MEETNG
IN-PERSON MEETING
IN-PERSON MEETING
Choose from:
On the Phone
or
Virtually via Zoom