Start Your Estate Planning Journey
We offer a simple and convenient way to get started. Begin by completing our short intake form so we can guide you to the right next step.
Estate planning doesn’t have to feel overwhelming.
Our process is designed to be clear, efficient, and tailored to your family’s needs.
To get started, we ask that all new clients complete a short intake form. This allows our team to review your situation, determine the appropriate next step, and ensure you’re scheduled for the right type of meeting.
How It Works:
1️⃣ Complete the Intake Form
Share a few details about your goals, family, and whether you have legal insurance.
2️⃣ We Review & Prepare
Our team reviews your information and routes you to the appropriate next step, either an Initial Consultation or a Design Meeting with the attorney.
3️⃣ Meet With Confidence
You’ll meet knowing your time is respected and your attorney is fully prepared.
Already covered by legal insurance?
No problem. If you have ARAG, MetLife Legal, or Hyatt Legal, our system will automatically guide you to the correct next step and send the appropriate questionnaires.
Have questions before getting started?
📞 Call or text us at (650) 503-1843
📧 [email protected]
DISCLAIMER
The information contained in this website is for informational and entertainment purposes only, and should not be construed as offering legal advice, or creating an attorney-client relationship between the reader and the attorney. You should not act or refrain from acting on the basis of any content included in this Website without seeking appropriate legal advice about your individual facts and circumstances from an attorney licensed in your state.
CONTACT US
Call/Text: (650) 503-1843
Español: (650) 503-1788
Mailing Address:
1900 S. Norfolk St., Suite 350
San Mateo, CA 94403
© 2026 Legacy Protection Firm, PC