The First Step is Your Estate Planning Consultation

Protect what matters most with personalized legal guidance

Whether you're creating your first estate plan or updating an existing one, this one-on-one meeting gives you the opportunity to meet directly with Principal Attorney Michael Stewart to discuss your family's goals, receive personalized legal guidance, and create a clear path forward for protecting your family and your future.

What To Expect

During your Estate Planning Attorney Consultation, we will:

• Discuss your family's goals, priorities, and what you want your estate plan to accomplish

• Review your current situation, assets, and any existing planning documents

• Identify potential gaps, risks, or areas that may need attention

• Explain the estate planning options available and what may be the best fit for your needs

• Provide clear recommendations and transparent flat-fee pricing for your plan

Unlike a brief introductory meeting, your Estate Planning Consultation is dedicated time with an attorney focused on your unique circumstances. The initial investment for your Estate Planning Attorney Consultation is $250. There is no obligation to move forward, and if you choose to hire our firm, your $250 investment will be applied toward your package or services.

Ready to Get Started?

Schedule your in-person consultation below. Rather meet virtually? Call our office to schedule at (760) 302-0192.

We look forward to helping you create a plan that protects the people and assets you care about most.