Getting Started – Your First Consultation and Next Steps

We make estate planning approachable from the very beginning. Whether you’re scheduling online or calling us directly, Newman Law Group offers a guided process that’s clear, flexible, and built around you.

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Your First Step Starts Here

Scheduling your initial estate planning consultation is easy. You can book online or give our office a call. We offer flexible appointment times—including evenings and Saturdays—to accommodate your schedule.


We welcome clients from across California and Orange County, and we’re committed to responsiveness from day one.

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Before You Arrive

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Complete Your Questionnaire

Please complete the Family Wealth Inventory & Assessment worksheet. This form helps us understand your assets, goals, and family dynamics. We prefer it be completed 3 days before your meeting. If you use the online version, it will be submitted to our office automatically. If you prefer the fillable PDF, please email it to info@newmanlg.com. If neither option works for you, you may print the forms and bring them to your meeting.


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Share Existing Documents

Already have estate planning documents Send them our way to info@newmanlg.com. We’ll review what’s in place so we can offer truly informed guidance.

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Know What We’ll Cover

Your first meeting lasts up to 90 minutes and is both educational and personal. We’ll discuss what would happen under your current plan (or lack of one) and identify your goals.

Helpful Tools to Start Your Planning

Please complete the Family Wealth Inventory & Assessment worksheet version that is easiest for you. The online version submits automatically, or you may email the fillable PDF to info@newmanlg.com. If needed, you can print the form and bring it with you. This worksheet helps organize your assets and goals before your consultation.

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Frequently Asked Questions

  • How do I prepare for my estate planning consultation?

    Complete the Family Wealth Inventory, gather your questions, and send any existing legal documents.

  • What happens in the initial meeting?

    We walk through your goals, assess your current plan (if any), and outline how we can help.

  • Can I schedule online?

    Yes—use our MyCase booking system or call us directly.

  • Do you offer evening or weekend appointments?

    We do! We see clients Monday through Saturday, with evening slots available.

What Happens Next?

From Consultation to Completion—and Beyond

Once we’ve designed your plan, we’ll schedule a convenient signing appointment and review every document with you, so you’ll be confident it meets your goals. Once signed, your assets and your family are protected.


Our relationship doesn’t end there. We will guide you to make sure asset transfers are on track, answer all your questions, and remain available for future guidance. We teach you how to notify your named decision-makers and give them clear instructions to call us if something happens to you.


We never charge for phone calls, faxes, or emails. We’re here to be your lawyers for life.