Starting is the hardest part.

We make it easy.

To start - and to finish.

Imagine completing your estate plan in about three hours of your time.

Step 1: Let’s Chat (30 min call)

  • Meet by phone for a quick consult

  • We’ll send over an engagement agreement

  • Sign electronically and pay

Step 2: Complete Online Form (30 min)

  • Answer a few basic questions

  • Provide contact information of your important people

  • Gather asset information

Step 3: Personal Planning & Design Meeting (60 min)

  • Online or onsite meeting

  • Discuss your Client Questionnaire

  • Determine your goals

  • Answer your question

Step 4: Review Meeting (60 min)

  • Online or onsite meeting

  • Review your plan together

  • Answer your questions

  • Identify and post-planning steps

Step 5: Signing Day (60 min)

  • Concierge notary will meet you at your home or office

  • Sign and complete your estate plan

  • Complete any post-planning steps on your schedule

Flat-fee estate planning packages for individuals and families.

At On Point Estate law, every estate plan includes:

✔ Revocable Living Trust

✔ Certificate of Trust

✔ Pour-Over Will

✔ Assignment of Personal Property

✔ Personal Property Memorandum

✔ Guardianship Nomination

✔ Durable Power of Attorney

✔ Advanced Healthcare Directive

✔ HIPAA Authorization

✔ Trust Transfer Deed for a California primary residence

✔ Concierge Notary Service

✔ Two 60-minute meetings with your attorney to complete your estate plan

✔ 95% of clients finish in package time

A modern law firm that fits your busy life.

As a working mom, I understand the importance of flexibility and convenience. My husband and I put off our estate planning for years (yep, you read that right!) because we couldn’t seem to sync our schedules and meeting with an estate planning attorney sounded like so much extra work for us.

With this in mind, I created On Point Estate Law to operate primarily on a virtual basis. To save you time, travel, and stress, most of our communications will occur virtually. The goal is to create a seamless process that is easy for you. If an evening or weekend appointment works better for you, just ask and I’ll find a time to make it work.

Although we offer virtual service, the firm’s home base is in the quintessential neighborhood of Liberty Station in Point Loma. Liberty Station is conveniently located in central San Diego. Local clients have the option of meeting in-person at 2869 Historic Decatur Rd, San Diego, CA 92106.