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5440 Park Drive Suite 102 Rocklin, CA 95765
To Serve You Better, Please Indicate Your Primary Legal Need:* ESTATE PLANNINGTRUST MANAGEMENT/ADMINISTRATIONPROBATE CASESOTHER
If seeking estate planning, do you currently reside in California? YesNo
Have you previously established an estate plan? YesNo
In the context of trust administration or probate, are you the nominated trustee or a beneficiary? YesNo
If your interest lies in estate planning, do you have minor children? YesNo
Do you own real estate? YesNo
By completing this form, you are giving us permission to follow-up by phone, email or text. Please note that submitting this form does not establish a client relationship, but we will contact you soon to discuss your needs.*
