FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
A basic estate plan, including; a Will, Trust, Durable Power of Attorney and Advance Healthcare Directive costs $1,945.00 for a married couple and $1,495.00 for an individual.
- What is your typical process for working with a new customer?
I usually have an initial telephone interview to briefly review the client's needs and to discuss expectations. The phone call is followed up with a face to face conference and review of documents. Once a contract for work is signed I begin preparing a comprehensive estate plan.
- What education and/or training do you have that relates to your work?
Graduated from Southwestern School of Law in Los Angeles in 2003 and earned my law license. Attended numerous legal workshops, seminars and immersion training camps relating to estate planning, Medi-cal Asset Protection Trusts, V.A. Aides & Dependent trusts.