New to PerkinsStart an inquiryFour short steps, then pick a time for your complimentary consultation. Your answers are saved as you go.About youYour matterA few detailsConsultationLeave emptyAbout youFirst name *Last name *Email *Phone *How did you hear about us?Choose oneExisting Perkins clientFamily member of a clientReferral from a professionalSearchOtherWhat can we help with?Estate Planning & Plan ReviewsFor parents with young children who need a first plan, and for families whose plan needs a review.Trust AdministrationFor successor trustees who have just stepped into the role after a death or incapacity.Probate AdministrationFor families settling an estate through the court, with or without a will.Trust Disputes & Beneficiary ConcernsFor beneficiaries and trustees facing a disagreement over a trust. There is a court date or deadline in the next 30 daysA few detailsMarital statusChooseMarriedSingleDomestic partnerWidowedDivorcedChildren under 18?ChooseYesNoDo you have an existing estate plan?ChooseNo plan yetYes, a trust or willAbout what year was it signed?Do you own real estate?ChooseYes, in CaliforniaYes, in more than one stateNoDo you own a business?ChooseYesNoYour roleChooseSuccessor trusteeCo-trusteeBeneficiaryFamily member helpingName of the trust (if known)Date of death or incapacityIs any real estate in the trust?ChooseYesNoNot sureWas the plan prepared by our office?ChooseYesNoNot sureDid the person leave a will?ChooseYesNoNot sureCounty where they livedHas a probate case been opened?ChooseNoYesCase numberYour relationship to the personYour roleChooseBeneficiaryTrusteeFamily memberWhat is the concern?ChooseNo information or accounting from the trusteeDistributions not madeConcern about how assets are managedQuestion about the validity of a documentOtherNames of the other people involved (for a conflict check, before an attorney reviews)Disputes begin with a conflict check and attorney review, followed by an engagement or a referral decision.Anything else we should know? (optional, no confidential details yet)Pick a consultation timeComplimentary consultation by telephone, Pacific time. Sample availability for the prototype; your real calendar connects at launch.Mon, Nov 99:30 AM11:00 AM1:30 PM3:00 PM4:30 PMTue, Nov 109:30 AM11:00 AM1:30 PM3:00 PM4:30 PMWed, Nov 119:30 AM11:00 AM1:30 PM3:00 PM4:30 PMThu, Nov 129:30 AM11:00 AM1:30 PM3:00 PM4:30 PMFri, Nov 139:30 AM11:00 AM1:30 PM3:00 PM4:30 PMMon, Nov 169:30 AM11:00 AM1:30 PM3:00 PM4:30 PMTue, Nov 179:30 AM11:00 AM1:30 PM3:00 PM4:30 PMWed, Nov 189:30 AM11:00 AM1:30 PM3:00 PM4:30 PM I understand that submitting this form does not create an attorney-client relationship.BackContinueBook my consultation
