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Based in Palm Desert and serving the Coachella Valley and clients throughout California. Reach out for a complimentary, no-pressure planning session, or just to ask a question.
Our office
Palm Desert, CA 92260
Mobile signings available on request
What happens when you get in touch
The first step is a complimentary Peace of Mind Planning Session. Thirty minutes, no obligation, no hard sell. We'll talk about what you have in place now, what you're worried about, and what a plan would actually cost you.
If you're calling about a death in the family, book the complimentary probate consultation instead. Same idea, different starting point.
If getting here is difficult
Mobile signings are available on request anywhere in California.
Wherever you are in California, I can send a notary to your home. The service I use handles estate planning signings specifically. The documents come straight back to me. I assemble the binder, record the trust deed, and the finished plan ships to you.
This comes up more than people expect. Someone has stopped driving, or is planning around a recent diagnosis, or a parent is in a care facility and can't travel. It's usually the thing standing between a family and a finished plan, and it doesn't need to be.
How the process works
Most estate plans take about four weeks from start to signing.
After you hire me we hold a design meeting to build the plan around your family, then a review meeting to walk through the documents before anything is final, then the signing. Meetings can be over Zoom if that's easier for you.
You finish with a bound binder, organized with tabbed sections, holding the whole plan. It's built so that the people who need it can find what they need without calling a lawyer first.
Finding the office
The office is at 74-710 Highway 111, Suite 102, in Palm Desert, in the Village Court complex.
Coming from Highway 111, look for the Village Court sign and turn in. Once you're in the complex, you'll see Fusion Workplaces signage. Suite 102 is inside.
Parking is never a problem here. There's plenty of it, and accessible spaces sit right in front of the door if you need them. The entrance is accessible too.
What clients say
Real reviews from families and business owners across the Coachella Valley.
Ready to protect what matters most?
A complimentary, no-pressure planning session. Flat-fee pricing and a process built around your schedule.