How to Get Started

Because we know your time is valuable, we’ve arranged to make it as easy as possible to get started.

We begin every new client relationship with a initial consultation. This meeting usually lasts about an hour and a half. Appointments can be scheduled by calling 415-451-0123, and speaking with our Client Services Coordinator.

Once your consultation is set, we will send you a new client package by mail, which we ask you to fill out and return to us at least 3 days in advance of your consultation. This information will give us an important general overview of your current assets and estate planning. We’ll review this before your meeting, so none of our face-to-face time is wasted. That way, every minute you spend with us will be focused on meeting your estate planning needs.

To schedule an initial consultation, please contact us.

Learn more about Our Process

700 Larkspur Landing Circle | Suite 249 | Larkspur, CA 94939

The information on this website is not intended as and does not constitute legal advice. It is intended only to provide general, non-specific legal information, not to cover all the issues related to the topic discussed. The specific facts of your situation, including without limitation your country and state of residence, may result in an outcome different than you would anticipate. You should consult with an attorney familiar with your situation and the laws applicable to you. This website does not create any attorney client relationship between you and Thea Law, A Professional Corporation. Although this written communication may address certain tax issues, it is not a covered opinion as described in Circular 230, and therefore cannot be relied upon to avoid any tax penalties.

Any testimonial or endorsement on this site does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.