A few minutes · your pace

Tell us a little about you

The more we understand your situation, the more useful the June 9 morning will be. Tap the answers that fit — and if you’d like, ask Kelly a question and she’ll answer it personally.

Kelly Balamuth, estate planning attorney

Kelly Balamuth, Esq.

Founder, California Trust & Legacy · 30+ years in Contra Costa County

Super Lawyers since 2009 Top 50 Women Attorneys, No. Calif. Avvo 10.0 “Superb”

How would you like to use this form?

To send Kelly a question, please answer the questions below. Your question box unlocks once they’re complete — that way her time goes to your answer, not to gathering the basics.

Your name, email, and phone are needed to save your seat. Everything else is optional — answer what you like and skip the rest. Held in strict confidence: your information stays with California Trust & Legacy, never sold, never shared.

A little about you

Required so we can save your seat and send your confirmation.

First name *

Last name *

Email *

Phone *

Your family

A picture of who you’re planning for.

Which best describes your household?

Does your family include any of these? Tap all that apply

Your plan today

Where things stand now — rough answers are perfectly fine.

Do you already have a will or a living trust?

When did you last update it?

Is your trust fully funded? That means your home and accounts are actually moved into it

Was it created in another state?

Which of these do you already have? Tap all that apply

Do you currently work with an estate planning attorney?

Which firm? Optional

What you own

A rough sense of scale — no exact numbers needed.

Roughly, what would your plan cover?

How many homes or properties do you own?

Do any of these apply? Tap all that apply

Why now, and what matters to you

This helps Kelly speak to what you actually care about.

Is anything prompting you to look at this now? Tap all that apply

How soon would you like a plan in place?

What matters most to you? Tap all that apply

Are you helping with someone’s estate?

Sometimes the reason for being here is someone else.

Are you serving as an executor or trustee for someone right now?

Are you helping aging parents with their affairs?

Anything else?

Optional — whatever you’d like us to know.

In your own words

Your question for Kelly

Almost there.

A specific question gets a specific answer

Name the year of your trust, the kinds of assets involved, and what you’re trying to work out. There’s no such thing as too much detail here — better out on the page now than saved up for the office.

Stronger“We set up a trust in 2009, have our home in Lafayette plus a rental in Tahoe. Under Prop 19, will our kids keep the low tax basis on either one?”

Harder to answer“Do we need to update our trust?”

The more you share, the better Kelly can answer — write as much as you like.

Optional — share whatever you’re comfortable with.

Thank you.

Know a few families who’d value this?

Gather five or so households who are serious about their planning and Kelly will come to you — an unhurried evening in your living room, we bring the wine, and the host gets a thank-you toward their own plan.

Host a private seminar →

Kelly Balamuth, Esq. — California State Bar No. 172522 — California Trust & Legacy — Walnut Creek, CA

Next Steps – June 9 Seminar