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Have questions or ready to get started? Reach out by email, or preview the intake packet below.
Start the Intake Process
You can preview the intake packet to see what we'll cover. You don't fill it out alone — we complete it with you at your first meeting. Because it includes health, legal, and money details, we go through it together in person, not by email.
Our California intake packet is being finalized. To get started now, just email us and we'll walk you through it together.
What happens next
- Email us to set up a first meeting.
- We meet — about an hour. You can preview the packet first if you like.
- We fill out the packet together. You don't do it alone.
- We coordinate with your lawyer, accountant, and care team.
Questions?
Email our team with any questions: