During the COVID-19 pandemic, we are serving clients via telephone calls and videoconference calls. Please contact our office to schedule an appointment.

Once you contact us by telephone (650-690-2571) or email (info@cookmanlaw.com) and schedule an initial meeting, we will send you a short intake questionnaire to complete and bring to the meeting.  Then there are 3 straight-forward steps to complete your custom estate plan:

  1. INITIAL MEETING: We discuss your family situation, make suggestions, and come up with a plan. We will then draft the documents based on this information, and upload and share the documents over our secure portal or mail you hard copies for your review.
  2. FOLLOW-UP CALL: We have a follow-up telephone call to answer your questions, fill in the outstanding issues, and discuss funding your revocable trust.
  3. SIGN AND CELEBRATE: We hold a signing appointment in the office, or we mail you finalized documents to be signed before a notary in your area. We then scan all the documents, send you funding instructions, the originals with a thumb drive containing PDF copies, and health care directive wallet cards. And we celebrate that your loved ones will be protected in the future!
Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.