Estate Planning Guide

We love working as a team at Cookman Law. At least 3 sets of eyes look over each set of documents before they go out the door: one of our drafting paralegals (Catarine Datora & Megan Orsini), our associate attorney (Hannah MacLeod & Amiee Lee), and Ellen. Hannah is typically available for questions when Ellen is out of the office.

No, we don’t assist with public benefits applications. But we are happy to refer you to folks who do help with this!

Special Needs Trusts are useful if your child is receiving needs-based public benefits (ie Supplemental Security Income and/or Medi-Cal), and/or if they need assistance managing assets, even if they’re not receiving such public benefits.

About one-half of our estate planning clients have special needs issues in their families.

We typically charge a flat fee for all work done. After our initial appointment (when we get a better idea of what needs to be done) we will quote a flat fee, and we collect the full fee at that time. We accept credit cards and checks. We deposit the full fee into our IOLTA trust account (owned by the California State Bar), and transfer the fee into our operating account after we send you the draft documents.

We do not offer free initial consultations.