Frequently Asked Questions About Our Process

Our Process - Your Family's Lifelong Legal Partner

A Foundation of Trust and Insight:

At Roots & Wings Legal, we begin every relationship with a deep understanding of your unique family dynamics. Our Life & Legacy Planning Session™ is designed to build a foundation of trust, where we tailor our approach to align seamlessly with your family's needs and aspirations.

Crafting Your Dynamic Estate Plan:

Following our initial session, we enter the Design phase, meticulously shaping an estate plan that is as dynamic as your life. Our Plan Review ensures every detail is attuned to your evolving goals, providing a sophisticated and adaptable strategy for your family's future.

Finalizing with Care and Precision:

In the Signing Meeting, we come together to finalize your estate plan, a significant milestone in securing your legacy. This step is approached with the utmost care and attention to detail, ensuring your peace of mind.

Capturing Your Legacy: Priceless Conversation:

After the Signing Meeting, we engage in the Priceless Conversation. This unique session is dedicated to capturing the essence of your legacy beyond material assets. We record your values, stories, and wisdom, ensuring they are cherished and passed on to future generations

Ensuring Timeless Relevance: Three-Year Review:

Recognizing that life is ever-changing, we proactively revisit your estate plan every three years. This review ensures your plan stays in harmony with your life's journey, reflecting our commitment to your family's enduring well-being.

Exclusive VIP Membership Program:

For families desiring continuous engagement, our VIP Membership Program offers annual plan reviews, ensuring your estate plan remains up-to-date and reflective of any life changes. This high-touch service is tailored for those who value ongoing personal attention and the highest level of estate planning sophistication.

Commitment to Clarity and Value:

Roots & Wings Legal is committed to clarity in every aspect of our services. Our transparent, flat-fee pricing model ensures that you receive exceptional value, reflecting our dedication to delivering sophisticated, comprehensive estate planning tailored to you.

Join us at Roots & Wings Legal, where we offer more than just estate planning—we provide a lifelong commitment to you and your family. Schedule your Life & Legacy Planning Session™ today, and take the first step towards a secure, dynamic future for your loved ones.

Contact Our Firm

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Welcome to Roots and Legal

At Roots and Wings Legal, we understand that estate planning is a journey, not just a destination. Our personalized services are designed to grow with your family, ensuring peace of mind at every stage of life.

Contact Us Today

Roots and Wings Legal is committed to answering your questions about estate planning issues in California. We offer consultations and we'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.

Office Location

Roots and Wings Legal, P.C.

1990 N California Blvd, Suite 800

Walnut Creek, CA 94596


[email protected]

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