A 1-hour legal and tax planning session with attorney Jim Blair. Learn about your options, our process, and our flat fee estate planning packages.
Schedule Your SessionSession fee of $475 waived for all meetings booked before the end of February 2026.
The Peace of Mind Planning Session is a 1-hour web conference with attorney Jim Blair. Here's what to expect:
You'll share your goals and objectives for protecting your family and assets.
Jim will explain your options and our estate planning packages with flat fee pricing.
If we're a good fit to work together, we'll discuss next steps to get your plan in place.
A well-crafted estate plan is more than a single document — it's an integrated set of protections tailored to your family's specific needs. Here's what most California families need:
The cornerstone of your plan. Avoids probate, maintains privacy, and keeps you in full control of your assets during your lifetime.
A safety net that catches any assets not transferred into your trust, ensuring everything is distributed according to your wishes.
Designate trusted agents to manage your finances and make healthcare decisions if you become incapacitated.
Document your medical wishes and treatment preferences so your family never has to guess what you would have wanted.
Allow your family members to access your medical information during emergencies without delays or red tape.
We walk you through re-titling your assets — the step most attorneys skip — so your plan actually works when your family needs it.
Select a time that works for you. No pressure, no obligation.
Session fee of $475 waived for all meetings booked before the end of February 2026.
The cost depends on the complexity of your situation. During the Peace of Mind Planning Session, Jim will explain exactly what you need and provide clear, flat fee pricing — no surprises and no hourly billing. Most comprehensive plans are a flat fee that covers all documents, meetings, and trust funding guidance.
In California, if you own real estate or have assets exceeding $184,500, a trust is strongly recommended. Without a trust, your estate goes through probate — a public process that typically takes 12-18 months and costs 4-7% of your estate's value. A trust avoids all of that.
The Peace of Mind Planning Session is a 1-hour legal and tax planning session with attorney Jim Blair via web conference. You'll share your goals and objectives for protecting your family and assets. Jim will explain your options and our estate planning packages with flat fee pricing. If we decide we are a good fit to work together, we'll discuss next steps. If married, both spouses must attend. You'll complete an online questionnaire before the session. The session fee is $475, currently waived for all meetings booked before the end of February 2026.
If your plan is more than 3-5 years old, or if you've experienced a major life event (marriage, divorce, birth of a child, significant asset change, or a move), it's worth having it reviewed. California law changes can also affect your plan. We offer plan reviews to ensure everything is current and effective.
Most comprehensive estate plans are completed within a few weeks from our initial meeting. We'll gather your information, draft your documents, review them with you in detail, and execute everything in a signing ceremony. Trust funding guidance continues after signing.
While we're based in Pleasant Hill and focus on serving East Bay and Contra Costa County families, we can work with clients throughout California. Our deep local connections are a strength for East Bay clients, but our estate planning expertise applies across the state.
Schedule your Peace of Mind Planning Session today. No pressure, no obligation — just a conversation about your family's future.
Schedule Your SessionPrefer to send a message? Contact us or call 925-639-5924