Schlau|Rogers has opened its doors as southern California's premiere boutique California trusts and estates law firm now serving Orange, San Diego, Riverside and Los Angeles counties. The firm’s objective is to provide individually-tailored estate plans that allow clients the opportunity to reach their goals, all while minimizing headaches and risk, and maximizing peace of mind. Through proper planning that allows for adaptation to current law, and use of the most advanced technology available, Schlau|Rogers can help you attain Your Smarter Estate Plan.™
At Schlau|Rogers, both Joshua Rogers, and fellow co-founder and partner, Matthew Schlau, believe you can't put a price on your happiness. What does this mean for you when you partner with them for your estate planning needs?
First, you'll be working with a team of professionals that has built a "client-first" practice to deliver a smooth and efficient experience. Second, Schlau|Rogers will leverage their community of experts and experience to ensure the most effective strategies are utilized in designing your plan. Third, your plan will be the product of the most advanced planning tools available today, making it the highest quality product your money can buy.
Mr. Rogers and Mr. Schlau welcome the opportunity to discuss your individual needs to get started on planning for the future today. Whether you're single, married, just got a new job, have a baby on the way or a newborn running the roost, you have estate planning needs. In fact, even if you haven't taken the time to plan things yourself or your family, California already has a plan for you. Take action now and get planning - we'll take care of the rest and create your new, smarter estate plan.
About 55 percent of adults in the United States do not have an estate plan in place. Take action today to ensure your legacy is protected.
We're doing more than just opening our doors. We're setting out to deliver a new kind of estate planning service. Our ultimate objective is to provide clients with individually-tailored estate plans that provide you the opportunity to reach your goals, all while minimizing headaches and risk, and maximizing peace of mind. To streamline your experience, we've created a simple three-step process:
- Free Consultation: In this meeting, we'll talk about any current planning documents you may have and discuss overall goals.
- Design Meeting: At this stage of the process, we'll work to strike a balance between asset control and protection until we have the blueprint to your estate plan.
- Signing Ceremony: After the Design Meeting, we’ll meet in person to review all of the documents, sign, notarize, and discuss funding your trust to make it effective.
You'll also have the option of enrolling in our Client Maintenance Program for ongoing planning guidance, service and support, as well as regular plan reviews and updates. We'll also coordinate with other advisors you may have and make your documents accessible in emergencies. For more information about our process, including our Client Maintenance Program, get in touch with us here.
Schedule a meeting with our team at no cost to you. We'll go over the current state of your planning documents and discuss overall goals. If you'd like to move forward with Schlau|Rogers, you'll begin by completing a client details form, which will expedite the Design Meeting.