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Advanced Estate Planning for High Net Worth Individuals
Elder Law and Medi-Cal Planning
Estate Litigation
Estate Planning for Non-Traditional Families
Estate Planning with Revocable Living Trusts
Estate Planning with Wills
Estate Tax Planning
IRA Beneficiary Trusts
Pet Trusts
Planning for Children
MetLife Prepaid Legal Plans
Probate Estate Administration In Court
Trust Administration
Veteran’s Benefits; Serving Those Who Served Our Country

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Name*

First Last

Phone Number*

Email Address*

Type of Matter

Estate Planning

Trust and Probate Administration

VA and/or Medi-Cal Benefits

Estate Planning

New Trust

Update Trust

Metlife Eligibility ID#

ARAG Case Assist #

Do You Own Your Home?

Yes

Approximate Total Assets? $

Name of Decendent

Date of Death

Relationship to you

Residential address of Decedent

Street Address Address Line 2 City State ZIP Code

Did Decedent own the residence?

Yes

Date of Trust, if any

Approximate total assets? $

Name of Trustee(s)

First Last

Name of Claimant

First Last

Relationship to you

Total gross monthly income $

Approximate total assets? $

Comments (Robots)

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Pittsburg, CA 94565

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