Contact Us For A Personal Appointment
Hollis L. Logue, III
1550 The Alameda, Suite 210
San Jose, CA 95126
Please call our law office to set up your initial estate planning appointment. At that appointment I’ll get the chance to really listen to what your ideas and wants are. With my background as a public school teacher, I can make the complex world of taxes and estate planning easier to understand.
To prepare for our first appointment, you may want to download, print, and fill-out the Estate Plan Organizer and the Initial Appointment Preparation forms. While having the forms filled out is not necessary for our first appointment, knowing who you have to protect and what you have to protect is a key focus. In addition, you might want to bring in a list of the trusted folks you know (with addresses and phone numbers) that might be involved in your estate plan. For example, if your children are adults, bring their contact information. If you have minor children or no children, you’ll likely want to look to other family members and close friends to be involved in some way. In that case, you should bring their contact information.
You and your loved ones are too important to put this off any longer. Our office is here to serve you. Call today!