Fee Agreement

"*" indicates required fields

Name*

First Last

Phone Number*

Email Address*

Which office location is closest to you?

How can we help you?*

Estate Plan Estimated Worth

Homeowner

Desired Estate Plan Completion Date

How did you hear about us?*

Opt-in for SMS permission request

I accept

By checking off this box, you agree to receive text messages from OC Wills and Trust regarding my meetings and any updates on policies that may or may not affect my estate plan.

Creating a Care Plan for Aging Parents in Your Estate Plan
Estate Planning Tips to Reduce Taxes on Inherited Property in California
Common Terms You’ll Encounter in Estate Planning: A Glossary for Beginners
Essential Guide: What Happens After Your Estate Plan is Complete? Understanding Post-Planning Steps and Requirements
Essential Guide to Estate Planning: Understanding Binders, Child Protection & Family Security

Attorney Advertising

Disclaimer

Website developed in accordance with Web Content Accessibility Guidelines 2.1.
If you encounter any issues while using this site, please contact us: (949) 979-6551

Fee Agreement Submission