ESTATE PLANNING

Lawvex attorneys have completed over 5,000 estate plan and trust administration cases. We are not selling documents. We are offering a relationship. We want to make sure you and your family are protected, with a human experience, quickly and affordably, with maximum convenience.

Unlike the rest of our industry, we believe in billing transparency and we actually want you to know what our services cost - even if we never get to speak with you.

Go through our short quiz below and share a few details about your estate and we can offer a fee quote right here online. Please know that your information is confidential and not shared with anyone, ever.

One note -- in your Plan Design Meeting, your estate attorney may recommend additional complexity modifiers if you are: a blended family, business owners, have beneficiaries with special needs or substance abuse issues, a noncitizen, or are concerned about Medi-Cal benefits eligibility.

Let's get started, this will take you about 5 minutes...

Do you currently have an existing estate plan, or do you need to create one? *

I want to make an Estate Plan

I have an existing Estate Plan

What best describes your estate size? *

"Estate size" for us means fair market value of your real estate, investments, bank accounts, personal property AND your pre-tax IRA/401ks but NOT your life insurance death benefits. Our estate planning programs are not a fit for everyone. If your estate is under $500,000 or over $10,000,000 these programs are not a fit for you.

I want to make an Estate Plan

Are you a California resident? *

We are a California law firm and provide California-specific services. If you are not a California resident, or you don't have some California real estate or business interests, we may not be able to help you.

Do you have real property in California? *

This can include mobile home, rental properties, etc.

Do you own a business? *

Are you currently married? *

Do you have a "blended" family? *

By "blended" we mean do you or your spouse have any children from prior relationships.

Do you have any children with Special Needs? *

Planning for kids with special needs is really important because a large inheritance can be quickly lost to bad decisions or reimbursement of government benefits.

What made you contact us today about doing your estate planning? *

How long have you been thinking about doing your estate planning? *

Why is that important to you to get this done? *

I have an existing Estate Plan

Did Lawvex prepare your estate plan? *

When was the last time you updated your Estate Plan? *

Have you purchased or sold any real property? *

Has your Marital status changed? *

Has a named beneficiary passed away or become disabled? *

Has a named trustee or other person appointed to act as an agent passed away or become disabled? *

Has a new beneficiary been born or adopted? *

Has a significant change in your net worth occurred? *

What made you contact us today about doing your estate planning? (2) *

Why is that important to you to get this done? *

Please let us know how we can reach you.

First Name

Last Name

Phone *

Email *

Address

Street Address

City

State

Postal Code

Marital Status

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