FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
We know that people are often concerned about fees when working with a lawyer, especially if those fees are billed by the hour. That's understandable. But nearly all of our fees are flat. When we get started, we'll lay out the cost to you upfront so there are no surprises down the road. We've also developed a simple three step process to enhance your experience (which you read a little more about here). It starts with a Strategy Session, then proceeds with a Design Meeting, and ends with a Signing Meeting. That's it. While you can almost certainly find lower cost options, we believe our costs are more than reasonable as we provide a personalized experience for each client and deliver a streamlined, efficient planning process that builds real value.
- What is your typical process for working with a new customer?
When we get started, we'll lay out the cost to you upfront so there are no surprises down the road. We've also developed a simple three step process to enhance your experience (which you read a little more about here). It starts with a Strategy Session, then proceeds with a Design Meeting, and ends with a Signing Meeting. That's it.
- What education and/or training do you have that relates to your work?
Joshua is an attorney licensed to practice law in the state of California. He has focused his career on transactional matters and has a background in estate planning, which includes assisting with the drafting of hundreds of individual and joint estate plans. Joshua has also worked in entertainment law, where he was a member of a team that advised individuals and production companies in all aspects of television business affairs. Joshua holds a Bachelor of Business Administration with double emphasis in Business Management and Business Law, as well as minors in Accounting and French from Loyola Marymount University, along with a Juris Doctor from Chapman University School of Law. He is an avid Lakers fan, blogger, aspiring scuba diver, and takes pride in helping others reach their goals. Matthew is an attorney licensed to practice law in the state of California. He has an extensive background in civil litigation, which includes counseling private companies in hundreds of matters in all stages of litigation. Matthew's background also includes advising companies in private joint venture arrangements and serving as outside general counsel to review, draft, and negotiate contracts and other documents relating to a wide range of exceptional and ordinary-course business transactions. Matthew holds a Bachelor of Arts in Philosophy from the University of California, Santa Barbara, as well as a Juris Doctor from Southwestern Law School. He is a husband, father, blogger, crossfitter, aspiring chef and really good at helping people achieve their goals.