HOW DO I START By now you've seen that our Law Office is something special and because you love your family, you know your family deserves the kind of protection, guidance and service we provide. It's important that you know how we work because we do things a bit differently at our Law Office than at other law firms. That's why our clients love us so much. Schedule Your Personal Family Wealth Consultation Call our office at 951-506-3150 schedule your Personal Family Wealth Consultation and ask to speak with, our Client Services Director. We will schedule the most convenient time available for you with our Certified Specialist in Estate, Trust and Probate Law Attorney. We see clients on Mondays through Wednesdays and have an office in Temecula. What to Expect the Day of Your Personal Family Wealth Consultation On the day of your meeting, please expect to spend 2 hours with your attorney. The initial meeting with your attorney has two purposes: 1. To identify whether there is a good fit between you and the attorney who will become your Personal Family Lawyer and 2. To educate you about the law and what would happen if you died with your current (or no) plan in place. By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with your Personal Family Lawyer's guidance make the decisions that are necessary to give you the peace of mind of knowing your family would be taken care of in the way you want if something happened to you. Assuming that you and your attorney determine that there is a good fit between our firm and your family AND that you identify specific ways you would want things to happen that are different than what would happen if something happened to you, you and your Personal Family Lawyer can design a plan for your family right away. What Happens Next? Once you and your Personal Family Lawyer have completed the design of your plan, we then schedule a meeting for you to sign your planning documents approximately 4 weeks later. We have a process of reviewing the documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm. Once you sign your planning and the documents necessary to transfer your assets into your Trust, your assets and your family are protected as discussed during your design meeting.   We see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents. In addition, we send letters to all of the important people you've named as health care agents, trustees and guardians letting them know just what to do if something happens to you - namely, call us, we're here for your family At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our unlimited guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren't or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there's no charge for that. What Happens After I Sign My Estate Planning Documents and Take Them Home? After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed at least monthly about changes in the law and about other issues that affect your family and your wealth. And, if you participate in our Membership program, you will have an opportunity to review your plan on an annual basis and we will provide your family with a number of other valuable services. Finally, we are always here for you and we don't charge you for phone calls, faxes, or emails. We welcome your communications! You'll be amazed at how easy and painless the entire planning process will be for your family. Download your $750 certificate for a FREE personal Family Wealth Consultation here, RJG consultation certificate, and save your family $500 while getting an education that is too valuable to miss. Call us today! 951-506-3150