I sure am! I am located in the heart of San Diego, but I am happy to help you no matter where in California you live!

I sure do!

When you schedule your meeting you will have the option to select virtual, telephone, or in-person meeting.

A telephone consultation will be required before an in-person meeting can be scheduled.

The fees vary depending on the service requested. I offer all services on a flat fee basis. Please see the Pricing Page for pricing.

That depends on your specific needs. DIY estate planning services are great for people with very simple estate plans. The downside of these services is that there is no one to tell if your estate plan falls into that category.

The benefit of hiring me is that you will get one-on-one service instead of a canned estate plan that may or may not make sense for your needs. I will guide you through the process and be there to answer all of your questions along the way!

I am not a tax attorney. If you need tax assistance, I will be happy to refer to you a local tax attorney.

I am sorry to hear about the loss of your loved one. Unfortunately, I am not assisting with trust administration or probate matters at this time.

In California, a will alone does not avoid probate.

A trust is recommended for anyone who owns real property or has assets exceeding the probate threshold. A trust keeps your estate private, reduces court involvement, and saves your loved ones time and money.

Plan for the best, prepare for the worst. It is better to have an estate plan in place now and not need for a long time, then to leave it all up to chance.

If you care at all about who makes decisions for you if you cannot make them for yourself or who gets your stuff when you are gone, then doing an estate plan is your only option.

California’s intestacy laws determine who inherits your assets. This may not reflect your wishes and can lead to delays, higher costs, and family conflict.

False! Until you are legally divorced (a divorce decree signed by a judge), the community property rules are still in play. That means your spouse gets all the community property and splits any separate property based on intestacy laws.

Yes. In fact, it is highly recommended that you do. If something happens to you before the divorce is final, your spouse’s rights stay in tact, which can lead to family conflict.

Yes. In fact, your future spouse could potentially override your trust if you do not. The probate code states that an omitted spouse can inherit from your estate unless an exception applies. If you want your trust distribution to stay the same, you will need to make sure specific language is added after the date of marriage.

That is false. Estate planning is for anyone who wants to decide for themselves who make decisions for them or who gets their assets. Even if you do not have much, a Power of Attorney and an Advance Health Care Directive are still recommended.

Yes! I can assist clients across California. We can meet via video chat or telephone. I will mail all documents to you for signing with a local notary.

That depends. I am only licensed to practice law in California. However, if you live outside the state but have assets here, I may be able to assist depending on the situation.

Yes. I accept all major credit and debit cards.

I accept the following forms of payment.

• Cash

• Check

• Credit/Debit Cards

• Zelle

• Venmo

• Apple/Google Pay

You can split your package payment into two payments but all fees are due before a final draft will be provided.

Powers of Attorney and Advance Health Care Directives require payment in full.

Nope. You can purchase a POA or AHCD without a meeting.

Simply add the requested document(s) to your cart, submit payment, and complete the intake form. Once all items have been submitted, you will receive your documents within 3 business days.