Estate Planning Attorney in San Jose, CA

40+ Years As California’s Most Trusted Estate Planners

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Client Update

Here are instructions for updating your estate plan that I prepared for you in the past.

First of all, please download the following Worksheet to complete as much as possible and then return to me at rpb@lawbob.com.

DOWNLOAD ESTATE PLAN UPDATE WORKSHEET

Next, schedule a special 30-minute meeting with me to discuss the changes you wish to make to your estate plan.  At the end of the meeting, I will give you a fixed fee quote for doing the necessary updates.

When you are ready to proceed with your meeting, use one of the following links to schedule: 

CLIENT UPDATE 30-MINUTE ZOOM MEETING

CLIENT UPDATE 30-MINUTE IN-PERSON MEETING

Please consult an attorney for advice about your individual situation. This site and its information is not legal advice, nor is it intended to be. Feel free to get in touch by electronic mail, letters or phone calls. Contacting us does not create an attorney-client relationship. Until an attorney-client relationship is established, please withhold from sending any confidential information to us.

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