THE EP PROCESS

  • STEP 1

    Initial Consultation

    If you are reading this, you are already done with the initial consultation! We have provided the above recommendation based on our initial consultation. Make sure to select the amount shown at the bottom of this form to confirm that you wish to move forward! We look forward to working with you.

  • STEP 2

    EP Design Meeting

    Ready to move forward? Attorney Pink will walk you through all the options and design a trust that is best suited for your family. You will receive an invitation to schedule your EP Design meeting. You can schedule this with our online scheduler to find a convenient time. These are usually done via online meeting and can be done after hours if your work schedule requires that. In-office appointments are available upon request as well.

  • STEP 3

    Provide Details

    The next step is for you to complete our secure online intake form. It will be sent to you shortly after you confirm your EP design schedule. In preparation for your EP Design meeting, we will also send you an EP Design Pre-Work form. This form is designed to give you a head start in thinking through your estate plan design. Some of the key decisions you will need to make are “WHO” will play different roles in your plan. The attorney will go over this with you, but feel free to start with some ideas. These two forms should take no more than 5-10 minutes of your time and we do not need account numbers, statements or balances at this point.

  • STEP 4

    EP Review/Signing

    Approximately, 2-weeks after your design meeting, your estate plan documents will be ready. An experienced team member will point out the highlights of your new documents and you'll have a chance to make any changes. If you haven't set a signing meeting during the Trust Design, we will send you a follow-up invitation to schedule your EP signing. This usually is done in person because most documents need to be notarized, but you can also choose to arrange your own signing or have a mobile notary come to you.

  • STEP 5

    Delivery and Payment

    We will deliver your documents in a nice box for safe keeping. You will have PDF version, originals and a paper copy - keep the originals safe, and you can use the copies to finalize any next steps you have in your plan. In the event that we have filed some documents in your behalf, we will mail it to you once we receive the documents. We will send you the final invoice after the signing meeting. You can pay online or mail in a check.



  • If you have any other questions, please feel free to reply to the email that we sent you with this link. For more details, please refer to the FAQs below.

FAQs

Prepared documents come with 2-rounds of revisions prior to signing, if necessary. Changes beyond that may incur additional legal fees. Amendments after the signing of the documents are not included in this project and the attorney can provide a quote for those changes depending on how extensive they are.

We try to make someone as available as possible, feel free to call or text. We often use an online calendar system to coordinate a convenient time to connect without playing phone tag.

You can text the office and someone will return your message. If you need to speak directly with the attorney we will coordinate a time to connect.

Once the scope of work has been completed you can always come back for changes or more work, but that will be subject to additional legal fees.

YOUR ESTATE PLAN WILL INCLUDE

Revocable Trust

Pour-Over Will

Durable Power of Attorney

Advance Health Care Directive

HIPAA Authorization

Certificate of Trust

General Assignment of Personal Property

Personal Property Memorandum

Trust Funding Deed

Assignment of Business Interest

Legacy Letter

Schedule Consultation

Book your Free Consultation with us.

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Main Office

945 Morning Star Dr.
Sonora, CA 95370

Modesto Office

931 10th Street, Suite 493
Modesto, CA 95354

Murphys Office

90 Big Trees Road, Suite D
Murphys, CA 95247

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