L J Estate Planning

Greater Family Harmony

Schedule a Planning Session Today!CALL US (925) 918-5320
  • Home
  • Why Our Firm
    • About
  • Benefits
  • The Process
  • FAQs
  • Events
  • Book Online
  • Blog
  • Contact Us

Book Online

Please Read First!

When you schedule your Family Prosperity Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your family during this time (as well as to allow plenty of time to answer your questions). We will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you.  And then, we’ll look at what you want to happen and help you actualize that as easily as possible.  Whether you decide to plan with us or not, you will leave the session more financially organized and clear than you ever have been before.

Our Family Prosperity Planning Session is $750.00.  However, each month we make a limited number of our Family Prosperity Planning Sessions available on a complimentary basis with qualifications.

To receive a complimentary Family prosperity Planning Session you must:

  1. Secure your appointment with a credit card. Nothing will be charged on your credit card unless you choose not to keep your appointment and give us less than 48 hours notice of cancellation.  In that case, you’d be charged $50.​
  1. Complete your pre-meeting paperwork.  Shortly after scheduling your appointment, you will receive an email with a link to your Family Wealth Inventory & Assessment worksheet.  You will complete and submit your  Family Wealth Inventory and Assessment entirely online. We will need your Family Wealth Inventory & Assessment in hand at least 3 days before your scheduled appointment.  Additionally, within about 3 days of scheduling your appointment you will receive a Priority Mailer with tools to further assist you in this estate planning process.
  1. If you are married, both you and your partner need to be in attendance.

Our booking system will allow you to schedule 10 days or more from today, to allow time for the necessary pre-meeting paperwork.​

schedule_planning_session_button_small

Not yet ready to schedule your Family Prosperity Planning Session? Still have questions? No problem, that’s why we’re here! Schedule a Quick Chat with our attorney to decide what your next best step is.

schedule_quick_chat_button_small

Satisfied Client

The "How to CORRECTLY Name Guardians for Your Children" is an excellent guide that I recommend for any new mom to read! There are things we new moms simply can not afford to omit. And estate planning for our little ones is one of them. Lela's Guide opened my eyes to what really IS needed and ways to go about getting it. I now have a much clearer picture of the steps I need to take to ensure my son's bright & happy future, no matter what."

~Ivy Vogelsang

Events

Is your family properly protected? Take the first step to ensure your family's protection (and your peace of mind) when you attend one of our fun, informative events.

Click Here for More Info

Recent Blog Posts

  • Spring Cleaning For Your Legal and Financial Affairs March 29, 2017
  • Why DIY Estate Planning is a Bad Idea for The People You Love March 15, 2017
  • 7 Good Reasons You Need An Estate Plan — Even If You Only Have $500 in the Bank March 1, 2017
  • Estate Planning for Your Loved Ones August 16, 2016
  • Build Your Child’s Resilience to Support Their Ultimate Success June 28, 2016

Connect with Us

Address: 4695 Chabot Dr #200, Pleasanton, CA 94588, USA
Phone: 925-918-5320
Email: lela@ljestateplanning.com
Click Here to Schedule a Quick Chat!

  • Home
  • Why Our Firm
  • Benefits
  • The Process
  • FAQs
  • Events
  • Book Online
  • Blog
  • Contact Us
© 2016 | All Rights Reserved | LJ Estate Planning
Wordpress Website & Graphic Designer: DPK Graphic Design