You're Booked.
Your consultation with Dustin MacFarlane is confirmed. Check your email for a calendar invite with the details.
What to Bring
You don't need everything — but the more you bring, the more we can cover.
- 🏠Property deed or mortgage statement for any real estate you own
- 🏦A rough idea of your bank, investment, and retirement account balances
- 📋Any existing estate planning documents (will, trust, power of attorney)
- 👨👩👧Names and ages of anyone you want to provide for — children, grandchildren, family
- 🔑Any concerns you want to make sure we cover — write them down beforehand
What to Expect
A real conversation — not a sales pitch
Dustin will ask about your family, your assets, and what matters most to you. You'll get straight answers.
Your options, explained plainly
Whether you need a simple will, a full living trust, or Medi-Cal planning — you'll understand exactly what applies to your situation and why.
A clear next step
You'll leave the consultation knowing exactly what to do next. No pressure, no obligation.
The $200 credit
If you retain CPT during your Discovery Meeting, the $200 consultation fee is credited toward your legal fee. You pay double back in value.
Need to reschedule or have a quick question?
Call or text us directly — no hold music, no voicemail maze.
Want to come in prepared? Read this first:
📖 Will vs. Trust in California — What's the Difference? →