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925-568-2350 — 707-937-2701
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You Are Unique &
So Is Your Family
Your Living Trust Should Be
As Special As You Are

Our Process

The process of creating your customized estate plan is a joint effort between you and DeCarli Law. Our goal is to create the best possible plan for you. To achieve that, we spend as much time as we need to get to know you, your family’s circumstances, and to thoroughly understand what your goals are.

We can meet with you by VIDEO or TELEPHONE.

Click to schedule: https://calendly.com/decarlilaw/initial-consultation

Estate Planning Questionnaire

You will then receive a questionnaire to complete to provide us some basic information necessary to outline your customized plan.

Attorney Meeting

You, along with your spouse or partner, will then meet with Debra DeCarli. We can meet by conference call, virtual meeting, or telephone. At this meeting we will discuss the assets that you want to protect, and we will clarify your goals.

No in person meetings until further notice.

Follow Up Questions

Attorney Debra DeCarli will follow up with you as she is finalizing your documents to assure that everyone is on the same page.

Document Review and Signing

When the documents are final and ready for signatures, you, along with your spouse or partner, will meet with attorney Debra DeCarli for a final review and signing. If this needs to occur remotely, arrangements can be made.

We are keeping up to date on the best processes and procedures for signing documents during the COVID-19 outbreak.

Updating Your Estate Plan

Finally, an estate plan is an ongoing process. DeCarli Law will check in with you once a year, but you should always call if you have any changed circumstances. If you have more children or grandchildren, a death of a beneficiary, marry or divorce, or buy and sell real property, you will want to revise and update your plan.

As you see, it all starts with a brief, complimentary phone call. We welcome you to schedule your introductory call to learn more about how DeCarli Law can serve your family.

    FREE-STRATEGY-SESSION
    WITH AN ESTATE PLANNING PROFESSIONAL





    Latest News

    The Importance of Health Care Directives

    August 17, 2021 By: DeCarli Law

    … Read More

    Planning for Expected Estate Tax Changes in 2021

    August 3, 2021 By: DeCarli Law

    … Read More

    Why You Need to Hire a Local Estate Planning Attorney

    July 20, 2021 By: DeCarli Law

    … Read More

    Moved Recently? Remember to Update Your Estate Plan!

    July 6, 2021 By: DeCarli Law

    … Read More

    Testimonials

    Gloria R.
    Pleasanton, CA

    In the process of having our Living Trust drawn up by Debra DeCarli and associates of DeCarli Law, I realized that “trust” was my overriding feeling. Combining the smarts, professionalism, and experience of a big city lawyer with the warmth and (...)

     
    Gwen J.
    Mendocino, CA

    Debra is a warm, easy to talk to person who will help you through the process of planning your estate while making the whole process seem easy and painless.

     
    Guy P.
    Mendocino, CA

    Deb DeCarli created a family trust for us. She was thorough, professional and provided excellent service. I highly recommend her firm for anyone requiring estate planning services.

     
    read more review
    Pleasanton Office
    • 480 St John St Suite 260
      Pleasanton, CA 94566
    • 925-568-2350
    • debra@decarlilaw.com
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    Mendocino Office
    • 45100 Main St Suite 4 & 5
      Mendocino, CA 95460
    • 707-937-2701
    • debra@decarlilaw.com
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