For Clients · Plan Design Meeting
Plan Design Meeting
The Plan Design Meeting is the first working session on your estate plan. Pick the format that suits you, then get set up to share your documents securely before you meet, so the time together goes to decisions rather than logistics.
Book your Plan Design Meeting
Not sure which link you need, or sent here for something else? Email info@lawbob.com or call (408) 247-0444 and the office will point you to the right place.
For Clients
Need a different appointment?
Plan Design Meetings, Signing Appointments, and Client Updates each have their own scheduling links and worksheets. They are all gathered in one place.