Free 15-minute call to understand your situation and quote the fee. It is a needs evaluation, not legal advice, and does not include document review.
We ask what prompted you to look into this. Most people come to us about protecting children or a spouse, avoiding probate, planning for incapacity, or updating a trust that is out of date.
Marital status, children and dependents, and a rough sense of what you own. No exact figures, and nothing to prepare in advance.
We tell you which Opelon service matches what you have described, and whether this is work we take on at all.
Our estate planning flat fees, quoted on the call. For probate, how the statutory fee is calculated, so there is no surprise later. Then the timeline and the next step.
How we run the process, who you deal with, and what happens after you sign.
What this call does not cover. It is a needs evaluation, so we do not give legal advice on your specific facts and we do not review your documents on it. Those are the first things an attorney does once you are a client, and they need more than fifteen minutes to do properly.
Free 15-minute call to understand your situation and quote the fee. It is a needs evaluation, not legal advice, and does not include document review.
There is nothing you need to prepare. If you want the call to move faster, it helps to have a rough sense of the following:
Prepare a list of your major assets such as:
Know the names and relationships of key individuals you want to include in your estate plan (e.g., spouse, children, potential guardians or trustees).
Write down any questions you have.
At Opelon LLP, we specialize exclusively in estate planning, trust administration in California. We understand the unique legal landscape of the Golden State and offer practical, compassionate guidance for clients at every stage of life.
Free 15-minute phone consultation. Tell our team what is going on and we will tell you whether Opelon is the right firm for it, what it would cost, and what happens next. This first call is a needs evaluation, so it does not include legal advice or a review of your documents. If your matter needs an attorney to read the paperwork and advise on it, we will tell you on the call and quote you for that.
We look forward to helping you create peace of mind for yourself and your family.
Free 15-minute call to understand your situation and quote the fee. It is a needs evaluation, not legal advice, and does not include document review.
Free 15-minute call to understand your situation and quote the fee. It is a needs evaluation, not legal advice, and does not include document review.
