Your Online Welcome Packet


Congratulations on taking the first step towards the protection of your family and your wealth. You’ve made a great decision!

To get started, click the links below to download your Estate Planning Worksheet as well as your online Welcome Packet which includes everything you will need to prepare for your Estate Planning Session.

To get the most out of our time together, please complete and return your Estate Planning Worksheet to us at least 3 days before your appointment.

The Estate Planning Worksheet 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 Estate Planning Worksheet to ensure that we have current and accurate information.

You can send your completed worksheet and copies of any existing estate planning documents to us via email to, via fax to (949) 396-2134, or deliver/mail it to us at 620 Newport Center Drive, Suite 1100, Newport Beach, CA 92660.

If you have any questions at all, please don’t hesitate to contact us.