Wills &
Trusts
What Happens After You Schedule
- You choose a time. Pick the slot that works for your family using the scheduler above.
- We confirm the right meeting type. Our team reaches out to make sure you are set up for the right conversation, in person or by video.
- You meet with our team. You will leave with clarity on where you stand and the next right step, whether or not you decide to work with us.
Why Families Choose Meier Law Firm
3,000+ California families have planned with us since 2010- 450+ five-star reviews on Google and Yelp
- Joshua Meier is a Certified Tax Coach (CTC), so tax-sensitive planning issues are considered alongside the legal plan
- Laura Meier is the author of three estate planning books, including two Amazon #1 bestsellers, and one of her books has been endorsed by Barbara Corcoran of Shark Tank
- For estate planning matters, at least three sets of eyes review every plan before you sign
- We reach out at least every 3 years to review your plan with you, and when life changes sooner, you can always come in
Frequently Asked Questions
Just come ready to talk about your family and what matters most to you. If you already have an estate plan, a trust, or a will, bring a copy if it is handy. You do not need to gather everything in advance. This first meeting is about understanding your situation and your goals.
Yes. We meet in person at our Newport Beach office and by video for families throughout California, and we will let you know if anything needs to be signed, notarized, or handled in person. If you are planning with a spouse, we ask that you both attend.
Many families come to us with a plan that no longer fits, an old trust, or an attorney who has retired. We will help you understand what still works, what needs updating, and what should be fixed before your family has to rely on it.
We guide families through trust administration and probate after a loss, on a clear, steady process, so you know each step and nothing important is missed. Even when a matter looks straightforward at first, there are often deadlines, tax decisions, notices, and property issues that need to be handled correctly. If you are not sure whether your situation calls for our help, call us and we will gladly point you in the right direction.
Yes. Many families are not sure which path applies until someone reviews how the assets were titled and what documents exist. We will help you understand whether the next step is trust administration, probate, a smaller court procedure, or something else.
Call us at (949) 718-0420. If we are not the right fit, we will gladly help point you toward someone who is.
No. We help families with estate planning, trust administration, probate, special needs planning, Limited Conservatorships of the Person, Catholic estate planning, and advanced tax and wealth transfer planning.
Yes. Our office is in Newport Beach, and we serve families across California, in person and by video.
Or call us at (949) 718-0420.
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.
