Our Process

Get started by contacting us by phone or email. Our friendly staff will provide you with an overview of our services, process and fees.

Essential Estate Planning

Step 1: Schedule an Introductory call or meet and greet.

During this ten to twenty minute call or visit, we will provide you with an overview of our services, you will have a chance to tell us about your particular situation and we will do our best to determine if we can help.

Step 2: Schedule an Initial meeting or consultation.

After the initial contact, we will schedule a meeting or conference call to discuss your circumstances in more detail. Before our appointment, we will send you a questionnaire to help you organize the information that we will need in order to fully understand your situation. You will also be able to send us any existing documents that you'd like for us to review.

If you are still in the information gathering stage, we will set up a consultation. The consultation will provide you with up to 1.5 hours of attorney time (including the review of existing documents) to evaluate your situation.

Step 3: Preparation and Review of Documents.

One we have enough information to design your plan, we will prepare drafts of your essential estate planning documents for your review. After we've answered all of your questions about your plan, we will schedule a signing meeting and finalize your documents for execution.

Step 4: Signing Meeting, Confirmation and Maintenance.

During the signing meeting, we will walk you through the execution formalities. During this meeting, we will also assist you with transferring to your new trust the assets that you've asked us to transfer. We will also guide you in handling future asset transfers that you decide to do yourself, confirm that we completed the work that you entrusted us to perform and discuss how to best maintain your documents up to date.

We will deliver your estate planning documents to you in an organized binder for safekeeping and will provide you with pdf files of your documents for easy reference.

Advanced Estate Planning and Other Services

Schedule an Introductory call or meet and greet. After you or your trusted advisor contacts our office, we will schedule a brief introductory call or meeting to provide you with an overview of our planning services for more complex situations, learn about your particular circumstances and determine if we can help. If your situation fits into our advanced planning services, we will send you information to explain our Laureate planning process.

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The Law Offices of Jacqueline Real-Salas is a full service Estate Planning & Tax Planning law firm. They provide comprehensive planning in the areas of wills, trusts, powers of attorney, medical directives, advanced estate planning, income tax planning, probate & trust administration, probate avoidance planning, special needs trusts, disability planning and asset protection. Jacqueline Real-Salas serves clients and their families all throughout the Los Angeles Area, including Temecula, Pasadena, Murrieta, French Valley, North San Diego County, and the surrounding areas, cities and towns.

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