Congratulations on taking the first step towards the protection of your family and your wealth. You’ve made a great decision. To get started, please complete the following steps at least 3 days before your Life and Legacy Planning Session.

Step 1. Complete your 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. Open the online Welcome Packet.

Click here to view your online Welcome Packet. The Welcome Packet includes everything you will need to prepare for your Estate Planning Session. 

Step 3. Provide us with copies of any estate documents.

In some instances, it is necessary for us to review other documents before we can make planning recommendations. Please provide us with copies of any existing planning documents, including wills, trusts, powers of attorney, health care directives, etc. at least 3 days before our first meeting.

Click here to securely upload your documents, or you may send your documents 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 or need any help completing your Family Wealth Inventory & Assessment, our Client Services Director Megan Gooing is here to help. Contact Megan at, at 949-478-1882 (Megan’s direct line), or click here to schedule a call.

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