Pick Appointment Options Below

eOnline Appointment Booking

If you’re ready to protect your assets and plan for the future, now is the perfect time to schedule a free consultation. By doing so, you’ll speak directly with a knowledgable paralegal at at Roseville estate planning law firm who will explain how to reduce estate death taxes through the use of trusts and probate strategies.

Whether you’re just beginning your estate plan or adjusting an existing one, our platform provides the easiest and most efficient way to book appointments for wills, trusts, probate, and inheritance services. To start, carefully review the appointment criteria listed below. Once you’ve done that, choose the appointment type that matches your needs using the options provided above.

Before you proceed further, it’s important to become familiar with the legal topics involved. To help with that, we’ve included several useful links below. By reviewing them first, you’ll gain the background knowledge necessary to make the most of your consultation:

• Estate Planning Services
• Estate Planning Terms
• What Is A Trust?
• What Is Probate?
• Last Will And Testament – Modernized
• Wikipedia Trust & Probate Info

Required Appointments

MME Personal Education Session

This session is available exclusively through a direct link found in your welcome email. As a quick note, all listed times follow Pacific Standard Time (PST).
Unlike other appointments, this session serves an educational purpose only. In other words, you won’t receive personalized legal advice here, but you will gain essential insights to prepare for future conversations.

20-Minute Phone Consultation

Our free consultations take place by phone and last up to 20 minutes. During this time, one paralegals will address your initial questions and help determine how best to proceed. Moreover, by scheduling this consultation, you agree to receive follow-up communications regarding legal services.
Because of its importance, this phone call is a required step before we can provide full legal assistance.

Optional Appointments

1-Hour Initial Consultation

If you need more time and detail, consider booking a one-hour consultation with an attorney. In this session, we will carefully review your documents and provide specific legal guidance tailored to your situation.
As part of our policy, we require flat-rate payment at the time of booking. Additionally, we offer a straightforward refund policy:

• We bill attorney time at an hourly rate, rounded up to the nearest 1/10th of an hour.

• We refund the unused portion of your advance fee by check, typically within five business days.
  By understanding this structure in advance, you’ll avoid surprises and feel more confident in your decision to schedule.

Mandatory Office Visit

If you choose an in-person meeting, please arrive at least 10 minutes early. Before we begin, we require that you sign an attorney-client agreement or have one already on file.
In addition, don’t forget to bring a valid photo ID—especially if you need notary services, which require proper identification.

Important Disclaimer

It’s essential to understand that scheduling a consultation or appointment does not automatically create an attorney-client relationship. That relationship only begins after both you and our firm sign a formal attorney-client fee agreement.
Until then, all discussions are preliminary and do not constitute legal representation.