Thanks so much for giving me the opportunity to provide you with estate planning services. I look forward to working with you.
I see clients Tuesdays, Thursdays, and Fridays. Please select an appointment type that best describes what you want to discuss and find an available time. Please also fill out the information form completely so that I can check for any potential conflicts that may arise prior to our first meeting.
After you book an Initial Planning Appointment or Estate Plan Tune Up Appointment please make sure to download the Getting Started Packet from my website, so that you can be ready for our first meeting. (It is OK if you can't fill the whole thing out, just fill out what you can.) If you would like to schedule an appointment via Zoom instead of meeting face-to-face, please schedule a Zoom appointment.
I want to do a great job for you. To do that, I require all new Flat Fee clients to commit, at the first meeting, to completing their estate plan on an agreed upon completion schedule (6 months at the most). I will bill you for any work done after six months on an hourly basis (really six months is plenty of time, most people finish in three months or less, don't panic). ONLY A COMPLETED PLAN WILL GIVE YOU THE PEACE OF MIND YOU DESERVE.
I limit the number of clients that I can see in a month. If you can't find a time that works for you, Susie Granata, 650/237-2718, or email her at firstname.lastname@example.org to get on my waiting list.
My office is located at 2570 W. El Camino Real, Suite #400, Mountain View, CA, 94040 (650) 428-3900. Click here for directions: http://www.gcalaw.com/contact/