How Our Estate Planning Process Works
Make An Appointment
Schedule an Estate Planning Session with Marc. Don’t worry, there is no pressure during your appointment and no obligation after it. The sole purpose of this session is to help you get educated and to make sure all your questions get answered.
Click here to schedule an appointment online or call our office at 626.355.4000 to schedule an appointment over the phone.
Complete an Estate Planning Worksheet
As soon as you schedule your Estate Planning Session, we’ll send you an Estate Planning Worksheet. We ask that you fill it out and return it to us at least three days in advance of your appointment. The worksheet – a completely confidential questionnaire – is designed to help you focus in on the important legal and financial information necessary to get your estate plan in order. Completing this “homework” before your appointment will ensure your time with Marc is as productive as possible and will have you feeling more organized and put together than you have felt in a long time. Maybe ever.
Attend Your Estate Planning Session
During the Session, Marc will walk you through “what would happen” to all that you own and everyone you love, if anything were to happen to you now. If “what would happen” matches your goals, you can put your mind at ease. You’re all set. You will leave with the peace of mind knowing your goals are being met. There’s no need to do more planning until your family situation, financial assets, or planning goals change. If, however, there are gaps between your goals and what would actually happen, Marc will help you identify them so you know exactly what needs to be fixed. If you want to do that planning with us, Marc can help you design a plan on the spot. If not, at least you’ll know what the issues are and have a chance to get all of your questions answered.
What Clients Are Saying
We appreciate Marc’s attention to detail as he thought of so many things that we did not know about. We had no knowledge of the process, but we knew a trust was important. We trust that Marc has our best intentions in mind and feel good that we can reach out and ask for help as well at any time. He is a family man and it shows in his commitment and dedication toward protecting our family.
Marc is extremely knowledgeable and easy to work with. His team recently helped us put together our trust and Child Protection Plan. Life can take unexpected, unpredictable turns. We wanted to ensure that our children will have the kind of lifestyle and opportunities that we always hoped for, even if we could no longer be with them. Thank you Marc!
What sets Marc apart is his ability to think out the future. Marc has excellent vision for the needs of families, especially those with young children. He is proactive in his approach, genuinely cares about the needs of his clients, and is responsive. An absolute pleasure to work with, I highly recommend Marc for estate planning and advise on small business issues.
Marc is a genuinely good human being. The fact that he’s an attorney is a means to an end for helping people, with empathy, and doing the right thing. My wife and I set up our family trust with him for the benefit of our new family. We feel empowered knowing we’ve taken this important step and having Marc guide us through the process was like having a collaborator on our team ensuring everything was done properly, thoroughly, and with the utmost care. We recommend Marc and call him a friend.