📞 (714) 485 - 5101 

Thank you!

I assume you made it here because you want to talk about how you can keep your family out of court or out of conflict when something happens to you. If so, you are in the right place! 

PoM Planning Session

We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default government plan for your family and your assets.

We will send you a package of information to complete before our meeting time together, which will help you begin the process of getting your legal and financial life in order. By submitting your family details in advance, we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.

Note: We require a credit card to hold your appointment slot. Nothing will be charged except in cases of last-minute cancellations or no-shows.