Before You Book
A qualified estate-planning Situation Readiness Briefing (SRB) may be complimentary for an eligible new foundational estate plan or full restatement and revision, with the required Risk Exposure Mapping Form. Other services are fee-based. Asset protection, business-succession and advanced estate-planning consultations are billable and arranged separately through the office. Call (949) 305-8642 if you are unsure which meeting fits your matter. We do not offer isolated one-off estate documents.
Get the Current Risk Exposure Mapping Form
The Situation Readiness Briefing (SRB)
The Situation Readiness Briefing (SRB) is a focused planning meeting. We review your family, assets, existing documents and decision-making arrangements to identify exposure and the next steps that may be appropriate. Risk Exposure Mapping comes before a recommendation.
Document fees depend on the scope and complexity of the work. The office first confirms the appropriate consultation and any applicable meeting fee. After reviewing the facts, we explain the proposed engagement scope and fees before legal work begins.
People overuse the word “simple.” I've yet to see anyone truly living the simple life unless they are a mendicant living in the forest.
Our method is calm, orderly, and practical. We ask only what is necessary to understand your assets, your family dynamics, and your priorities—so the plan fits your reality, not a template. Here are the Steps:
Step 1: Risk Exposure Mapping (SRB)
A focused meeting where we map:
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Guardianship and decision-making authority
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Asset titling and beneficiary designations
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Probate triggers and conflict points
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Liquidity, tax friction, and implementation gaps
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What must be protected, and who must be empowered
Step 2: Scope + Fee Clarity
Once the exposure picture is clear, we recommend the correct level of plan and provide clear fee ranges before work begins.
Step 3: Control Architecture + Implementation
If engaged, we prepare the agreed documents and coordinate signing and implementation within the engagement scope. Funding, beneficiary updates and ongoing administration also require follow-through.
SRB note: Only a qualified estate-planning SRB may be complimentary, with the required form completed. Other services are fee-based. Advanced estate-planning and asset-protection consultations are billable; the office confirms the applicable meeting before booking.
Deliverables
The SRB helps identify exposure and proposed next steps. Further diagnostics, written reports and implementation work require an agreed scope. An Exposure Map + Control Architecture Blueprint (EM-CAB), when included in the engagement, may address:
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Exposure Index (where risk concentrates across the four pillars)
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Control Architecture (the specific legal and operational controls to build)
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Control Build Queue (Immediate / Build / Lock)
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Evidence Required (what “done” looks like)
Onboarding Video (click)
Complete the Risk Exposure Mapping Form
Use the current form linked above and complete the sections applicable to your family, assets, business and real estate. Follow the form's instructions and leave account numbers blank.
- Complete the applicable family and planning questions.
- Include business information if you own a business.
- Include real-estate information for property you own.
How to Fill Out SRB Questionnaire Video
Secure Upload – Submit Completed Questionnaire
Upload the completed questionnaire securely using the link above.
SRB meetings are generally held in our Aliso Viejo office. Bring the completed form or upload it in advance using the secure link. Alternative meeting arrangements require office approval.
Questionnaire Required (Non-Negotiable):
To keep the SRB productive, the SRB Questionnaire must be completed and uploaded in advance or brought to the meeting. If the required sections are incomplete, the SRB will be rebooked and rescheduled.
Without a complete fact pattern, any “plan” is guesswork. The questionnaire is the input that allows us to map exposures accurately, identify failure points, and design a control architecture that will hold up under pressure.
Preparation makes this efficient. When we have complete inputs, we can move quickly from uncertainty to a clear set of decisions and next steps. If you are missing a document, bring what you have—we will tell you what to obtain next.
“Who this is for / who this is not for?"
It is not designed for:
• price-only shopping
• “just tell me a number” requests without facts
• document reviews without time for full analysis and proper advice
Book the foundational SRB when you are ready to review the facts and consider a coordinated plan. Complete the required Risk Exposure Mapping Form first. For asset protection or advanced planning, contact the office to arrange the appropriate billable meeting.