Initial Consult for Probate

Service Description

Our Vision Meeting is a complimentary meeting to help clarify and verify your needs. In this session we will meet each other and make sure we are the right fit. Sometimes you will want to jump in to the nitty gritty because you have a base knowledge of your needs and other times you will need some more time and education on the solutions because you don't know where to start! Either way we will meet you where you are in the process. Here is what to expect from our time together: 01. An introduction and get to know each other 02. Your burning questions and answers 03. An overview of the California probate process 04. A custom recognition of your specific needs 05. An assessment if your loved one's estate requires full probate 06. An fee quote on the proposed service- See California statutory probate fees 07. A potential connection or referral for additional needs outside of our scope 08. A clear instruction on next steps if desired