Jessica wants your consultation with her to be productive for your in the time permitted. Therefore, three things must happen:

One: Call (408) 358-1900 to set the date and time for your consultation.

You should plan to spend approximately one hour at our Los Gatos office between the hours of 10:00 a.m. and 4:00 p.m., Monday through Friday. Your call will be directed to a staff member, with Kerel Alexander or Nate Costa who will assist you with your appointment.

Two: We need information from you. Jessica has prepared a short

questionnaire. Your thoughtful completion of the form and providing the information requested will be of great assistance at your meeting.

If you have an email address we will send the questionnaire to you by “pdf”.

If you do not have an email address, then Kerel or Nate will ask you a few questions and we will mail the appropriate questionnaire to you with a return envelope, or bring it with you to your appointment.

Three: Which consultation are your interested in?

    The Estate Planning Consultation. At your meeting Jessica will review your questionnaire and current plan, if any. Based upon your goals she will answer your questions and offer suggestions. Yes,avoiding taxes and probate are important, but of more importance is how, when and to whom your estate will be distributed. If you are married, both you and your spouse should plan to attend. Jessica will explain how our charges are determined and will give you a fee quote for your consideration.

    The Estate Administration Consultation. To whom, by whom and when will the decedent’s assets be distributed? Did the decedent leave instructions in a will or a living trust? Were assets held in Joint Tenancy or in an IRA or retirement plan. Was there any life insurance? What was the cause of death? Was anyone at fault? Who are now the heirs? These and a myriad of other questions you, as Executor or Trustee, must eventually answer.

    We are specialists in estate law and trust administration. We have the staff and experience to assist you as the Trustee or Executor of an estate to meet the high standards of performance the law requires.

    The Specific Issue Consultation. You may be, or soon will be, an heir, a Trustee, or an Executor of an estate. There may be controversies brewing over an estate or trust and you may be involved. You would like some answers and suggestions for action on your part.

    We will confirm your consultation appointment by mail. We will include a map and directions to our office as well as our professional fee statement for $325 which is payable at the time of your appointment by check or credit card. As a courtesy reminder we will call you two working days before your appointment. If you do not respond or reschedule and do not show up for the appointment you will be billed for the appointment.