Getting started with my office takes two steps: schedule a consultation, then fill out the questionnaire that fits your situation. Here is how each step works.
Step 1: schedule a consultation
Call the office at 661-414-7100 and pick a date and time that works for you. Meetings are in person, by Zoom video conference or by telephone. It is your choice. Personally I think an in-person meeting, or at least a Zoom meeting, is more effective, because you get face-to-face human contact. A phone call is not always as good, especially when I want to illustrate or explain something in more detail.
Step 2: choose the right questionnaire
Once your appointment is set, fill out the questionnaire that applies to you before the meeting so that our time together is as productive as possible. The Get Started page offers these options:
New plan for an individual.
Use this if you want a trust, a will or an estate plan.
New plan for a couple.
The couples version of the same questionnaire.
General consultation.
For general questions, or a topic unrelated to creating your own plan. If you are not sure what you want, choose this one.
Estate plan review.
If you already have a plan and want it reviewed because it has been a long time, you do not know what it says, you want it explained, or you want to make changes.
What the general consultation form is like
It is a brief questionnaire. Do your best to fill it out. You can even upload documents you want me to look at. Click submit and you will see a confirmation page. You should also receive a confirmation email with a PDF, and our office receives the same.
What the estate planning questionnaires are like
These are more involved, because I need more information to give you the best advice. The questionnaire has six pages and clients usually need about 15 to 20 minutes. You can save your work and return later using the save option at the bottom right. Some answers open new questions: if you say you have children, for example, additional questions about them appear. Submit the questionnaire and you will receive an email confirmation and see a confirmation page. We receive all the information you entered.
Ready to begin? Call 661-414-7100 or visit the Get Started page.