Start with a conversation.
Call us or send the short form below and we'll be in touch to schedule your appointment. Meetings are by appointment, weekdays 9:30 AM – 5:00 PM, by Zoom or at our offices. Consultations in English, Cantonese or Mandarin.
Request an appointment
Share your contact details, and a member of our team will be in touch to learn how we may assist. We will explain the consultation process, discuss fees, and help arrange a convenient appointment. Once your appointment is scheduled, we will let you know what information to gather.
A focused consultation gives us the opportunity to understand your circumstances, explain the available approaches, and recommend how we can help. We explain any consultation fee when arranging your appointment.
Thank you. We've received your request.
A member of our team will reach out, and we aim to respond within one business day, by phone or text at the times you selected. We'll learn about your needs, explain our fees or how your legal plan applies, schedule your appointment, and send our client questionnaire and a list of documents to gather.
If you'd rather speak with us now, call 888.380.2288 or 415.693.8882, weekdays 9:30 AM – 5:00 PM.
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Two Bay Area offices.

San Jose
2055 Junction Avenue, Suite 210
San Jose, CA 95131
888.380.2288 · 415.693.8882
By appointment only · Mon–Fri, 9:30 AM – 5:00 PM

San Francisco
505 Montgomery Street, 11th Floor
San Francisco, CA 94111
888.380.2288 · 415.693.8882
By appointment only · Mon–Fri, 9:30 AM – 5:00 PM
Families across the Bay Area, and throughout California by Zoom.
- Santa Clara County
- San Jose, Palo Alto, Los Altos, Los Altos Hills, Cupertino, Saratoga, Los Gatos, Monte Sereno, Mountain View, Sunnyvale, Santa Clara, Campbell, Milpitas, Morgan Hill
- San Mateo County
- Atherton, Hillsborough, Woodside, Portola Valley, Menlo Park, San Carlos, Belmont, Redwood City, San Mateo, Burlingame, Foster City, Millbrae
- San Francisco
- San Francisco
- East Bay
- Fremont, Pleasanton, Danville, Lafayette, Orinda, Walnut Creek, San Ramon, Piedmont, Oakland, Berkeley
- Marin
- Mill Valley, Tiburon, Sausalito
Plus Southern California and statewide by Zoom.
Your employer’s legal plan may provide benefits toward estate planning services. We can help identify the services to review with your plan provider; coverage and any client responsibility depend on your benefits and the work involved.
- MetLife Legal Plans
- ARAG
- LegalEase
- Exemplar Legal