Wills &
Trusts
Book Your Initial Planning Session
We warmly invite you to schedule an Initial Planning Session below. Before you schedule, please take a moment to ensure this session is the right opportunity for you.
What We Help With
The Initial Planning Session is ideal for individuals or families looking to explore:
Planning ahead (wills, trusts, probate avoidance, and plan updates)- Navigating the loss of a loved one (trust administration and probate)
- Planning for a loved one with special needs (special needs trusts and limited conservatorships)
For full details on how we can help, please review our practice areas by clicking on "Services" on our navigation menu.
Please DO NOT Schedule Online If You Need Help With…
Please do not schedule this session if you need help for needs outside our practice areas. Unfortunately, we cannot assist with:
Litigation / contested trust or probate matters- Probate or trust administration of estates valued under 1.5 million.
- Medi-Cal / long-term care eligibility planning
- Landlord-tenant disputes
You're welcome to call us at 949-718-0420 if you're unsure whether we can help or if you'd like us to provide you a trustworthy referral.
What to Expect in Your Initial Planning Session
During your session, we will:
- Discuss what is most important to you
- Identify and prioritize your goals
- Determine whether there is a fit between your needs and our services
- If we both feel it's a fit, recommend the right service option and provide a fee range
You'll gain confidence and clarity, and have a better understanding of how to best move forward.
Let's Get You Scheduled Now
We highly recommend attending your session in person if possible, though Zoom and phone options are also available. If you are planning with a spouse, please ensure both of you are available to attend.
Once you schedule, please check your inbox and expect a welcome call regarding next steps. You can also call us at 949-718-0420 for assistance with scheduling. We are happy to help!
At Meier Law Firm, we are proud of our diverse and inclusive team. Members of our firm speak English, Mandarin, Korean, Spanish, conversational Farsi, and French, enabling us to serve a wide range of clients and address their legal needs effectively.
