Step 1. Complete your Estate Inventory and Assessment.

Please click the button below to complete the Estate Inventory & Assessment. The Inventory & Assessment serves merely as a worksheet, so if you are not sure about exact figures or information, your best estimate is sufficient for purposes of your initial consultation.

Step 2. Provide Us with Copies of the Estate Planning Documents.

Please provide us with copies of any existing planning documents, including wills, trusts, amendments, and restatements, as well as a copy of the death certificate if you have received it, at least 3 days before our first meeting. You do not need to provide us with copies of any estate planning documents we created.

Click here or go to to securely upload the documents, upload the documents while completing the Estate Inventory & Assessment, send your documents via fax to (949) 396-2134, or deliver/mail them to us at 620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660. For our Tahoe area clients, please let us know if you would like our Client Services Director to pick up the documents at your home or business.

If you are not able to easily scan or copy the documents, please contact us so that we may assist you.

If you have any questions or need any help completing your Estate Inventory & Assessment, contact us at or at 949-522-5455 (Jill’s direct line). We are here to help.

I am looking forward to meeting you and learning more about how we can serve you and your family.