If you wish to schedule a consultation with me about an ex parte trust modification petition for you or your client, or a noticed hearing in Santa Clara, San Mateo, or Contra Costa counties, use the following link to select a 30-minute Zoom or in-person consultation:

SCHEDULE A TRUST PETITION CONSULTATION

After scheduling, download the Trust Petition Consultation worksheet to complete and return to me prior to the consultation (after opening the link, click to the left of “Names” and select the box that appears, then go to the right and click “Download” to download all of the forms to your own computer): 

Download Trust Petition Consultation Worksheets from Dropbox

You may also use this link to download other information, and other worksheets to provide me information on the heirs and beneficiaries whose interests would be affected by the petition.