Types of Appointments

FREE 60 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.

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!  

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.

 Choose from:

In person at my office

or

Your home in Ventura County

Choose from:

On the Phone

or

Virtually via Zoom