How to Get Started

The first step to get started in planning your estate is to schedule your Family, Estate and Legacy Planning Session.

One of our team members will assist you in scheduling your appointment.Before the session, you will complete a Family, Estate, and Legacy Planning Questionnaire, which will help you to prepare for our meeting, begin to get your financial house in order, and take control of your life. Cassandra will use this Questionnaire during your planning session to help you make the best decisions for yourself and your family.

There may be a fee for this session, however; if we create a comprehensive plan for you that planning fee is applied to the legal fees for your trust-based estate plan.  We also waive the fee in certain circumstances, such as if you’ve attended one of our events.

Approximately three days after making your appointment you’ll receive a USPS priority mailer with your Family, Estate, and Legacy Planning Questionnaire and other important information inside.Open this right away! If you don’t receive the package, please call the office. Please complete the Questionnaire and return it to our office at least 3 days prior to our meeting so that we can have the most productive time together. The Family, Estate, and Legacy Planning Questionnaire is designed to accomplish two things:

  1. to help you start to gather the important information necessary to begin the planning process and to identify areas of concern; and
  2. to help me prepare in advance so that you get the most out of our meeting.

You can mail this document back to my office in the envelope provided in the package, fax it to (510) 992-6773 or, if you’d prefer to send me these documents electronically, you may use this link to securely share them on our Hightail Uplink page.

We only meet with a limited number of new clients per month so we can give our time and attention to our existing clients. While we understand this may mean you’ll have to wait a bit to meet with us, you’ll be grateful when you become a client.

Simply call (510) 992-6773 or click here to schedule your appointment.

If you want to get started on the Family, Estate, and Legacy Planning Questionnaire right away, simply open the Questionnaire as a fillable PDF form.

The Law Office of Cassandra C. Massey, P.C. is located in the City of Alameda, Alameda County, and serving the Counties of Alameda, Contra Costa, San Mateo, Marin, Santa Clara, Sonoma, Napa, Solano & San Francisco Bay Area.

© 2019 Law Office of Cassandra C. Massey, P.C. | Disclaimer
1151 Harbor Bay Parkway, 206E, Alameda, CA 94502
| Phone: 510.992.6773

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