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Patel provides advocacy and legal services that her clients rely upon and respect. As a California native, Ms. Patel graduated from University of California at San Diego and then ventured to the East Coast and graduated with a law degree from Brooklyn Law School. She then returned to her home state to begin practicing law in 2004. During her first decade of practice, she gained valuable experience working with several prestigious law firms in the Orange County and Los Angeles areas. Ms. Patel practiced civil litigation and represented https://www.masumipatellaw.com/our-process daily 0.75 2020-08-11 https://images.squarespace-cdn.com/content/v1/5eae0fddc6df023d83a10afe/1589431092750-GJVXVACFQ6MJENW7LLLJ/image-asset.jpeg Estate Planning Process - Talk Our first call or visit is always no obligation and no cost so that I can explain our process, answer any questions you may have, and make sure we are a good fit. https://images.squarespace-cdn.com/content/v1/5eae0fddc6df023d83a10afe/1589431130069-B57YS9YUFEVZW81DXR8M/image-asset.jpeg Estate Planning Process - Sign a Retainer Once you have made the decision to move forward with my firm, we will formalize our agreement by signing an attorney client retainer agreement. I will also collect your flat fee retainer. https://images.squarespace-cdn.com/content/v1/5eae0fddc6df023d83a10afe/1589431209449-S5WNHG6C9MBNZB0N4LT5/image-asset.jpeg Estate Planning Process - Meet This will be an in-depth meeting to review your family’s needs, assets, and medical wishes. I will discuss who you would like to nominate as a guardian of minor children as well as other pertinent topics so I can provide you with a custom and comprehensive estate plan. https://images.squarespace-cdn.com/content/v1/5eae0fddc6df023d83a10afe/1589431233937-A4CC7J1U3ZYVFT1C570L/image-asset.jpeg Estate Planning Process - Finish Your Trust & Enjoy Peace of Mind Before you execute your estate plan, you will have an opportunity to review it. We will then meet to execute your estate planning documents. 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