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Tell us enough to prepare properly.

A Case Strategy Session is a paid, substantive meeting — not a sales call. Share a few details and we will come prepared to tell you where you stand and what your options cost. Submitting this form does not create an attorney-client relationship.

What is happening?The matter

Your role in the matter

Which California county?

Roughly what is the estate or trust worth?

Is a deadline running?

California gives beneficiaries 120 days to contest a trust once notified. If a deadline may be running, tell us in the notes below.

How should we reach you?Full nameEmailPhone

Anything else we should know

I understand that submitting this form does not create an attorney-client relationship, and that no relationship exists until a written engagement is signed. This is a request for a paid Case Strategy Session.

Prefer to talk now?

Call either office during business hours, or email us directly.

Northern California

(650) 668-8000

Southern California

(213) 668-8000

Email intake@baylegal.com