3 Simple Steps To Effective Estate Planning

Personalized planning made simple. We employ a practical approach to design the right plan that fits your unique needs. Here is our 3-Step Process that helps determine your goals and objectives as well as educates you about Estate Planning strategies.

#1. Schedule Consultation

Select the button on the right to schedule your free phone consultation online.

If you need to schedule an appointment outside of our available consultation times, please call our office at (949) 251-8877

Schedule Free Phone Consultation

#2. Estate Planning Questionnaire

Please complete our Estate Planning Questionnaire by selecting the button the right. The information will be used to prepare your Estate Plan Portfolio. Leave any question blank that you would like to discuss at the time of your consultation.

Additionally, please review the Policies on Professional Services for Perkins Law Firm, APC.

Client Questionnaire

Policies on Professional Services

#3. Attorney Consultation

An attorney assigned to assist you will call you to review the Estate planning process, discuss the documents needed, and answer any questions you may have about creating your Estate plan. Payment instructions will be provided during your phone consultation.

Consultation Materials

Funding Instructions