Contact Us

Initial Inquiry: Submit a Fiduciary Consultation Request below or call our office line at 949.232.0155 to leave a message with the best way to contact you.

Initial Phone Consultation: Connect with a Case Manager from my team for a preliminary review.

• An initial discussion of your matter to confirm the scope of work and determine how my office can best assist.

• An overview of our practice, operational infrastructure, and administrative capabilities.

• Answering preliminary questions and establishing verified communication preferences.

Fiduciary Consultation: Schedule a telephone, video, or in-person conference to discuss your goals in detail, evaluate case specifics, and ensure we are a strong mutual fit.

Draft Document Review (Optional): If you decide to name me, I welcome the opportunity to review the draft estate documents to identify any revisions that may help streamline future administration.

Digital Archiving: Following the signing of your documents, we can archive a secure digital copy of your estate plan so everything is readily accessible if and when I receive a "call to serve."

Immediate Onboarding (If Active Appointment): If you are engaging me to serve immediately—rather than designating me as a successor—we will establish recurring administrative meetings to begin active case management and ongoing reporting.