By appointment with Kelly Balamuth, Esq.
The Estate Plan Review Session
Already have a trust or will? Send it to us. Kelly reads it carefully before your meeting — flagging what’s still doing its job, what’s quietly out of date, and what needs to change. The two hours together is the conversation that follows: walking through what she found, answering your questions, and giving you a clear sense of where you stand. You leave with notes you can act on, whether you choose to update with us, with another firm, or not at all.
$950, paid at booking
If you decide to move forward with us afterward, the full $950 credits to your new plan.
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Or email hello@californiatrustandlegacy.com · call (925) 254-1234
Rescheduling or cancellations: life happens. Let us know as soon as you know — ideally 48 hours in advance — and we’ll find a new time at no charge. No-shows are billed the session fee.