I am so excited that you are here for your Estate Plan Review. To get started, please complete the following steps at least 3 days before your Estate Plan Review appointment.

Step 1. Complete an updated Family Wealth Inventory and Assessment.

Please click here to complete the Family Wealth Inventory and Assessment onlineIf, however, you would prefer to print the worksheet, please click here. If you would like us to mail the form to you, please let us know.

The Family Wealth Inventory and 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. Even if you already have a will or a trust in place, we ask that you complete the Inventory and Assessment to ensure that we have current and accurate information.

Step 2. Provide us with copies of any estate documents we do not already have.

Please provide us with copies of any existing planning documents not prepared by our office such as a POLST or a health care directive executed at the hospital.

Click here or go to to securely upload your documents, or you may 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 clients that are not able to easily scan your planning documents, please contact us so that we may assist you.

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

We are looking forward to seeing you soon!