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Our Approach to Estate Planning

Our Approach to Estate Planning

Working Closely with Outside Experts

At OC Elder Law, we work closely with other professional advisors, including Certified Financial Planner™, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors. We believe that this team approach provides our clients with the most comprehensive, realistic, and effective estate plan.

Learn more by calling us at (888) 493-5088 or contacting us online.

Our Approach

Our approach starts with providing clients with a short questionnaire and a welcome kit. We ask our clients to fill out this questionnaire and send it to us before the first consultation. This not only facilitates a more productive first meeting but helps our clients focus on the issues and decisions they must make to develop the most effective plan to meet their goals.

At the initial consultation, we provide the client with our general recommendations and a quote for the services we will be providing. They will be provided with a retainer agreement, which they may sign at the meeting or take with them for review and signature.

During the implementation phase, we maintain ongoing communication with the client, which may involve obtaining additional documentation, clarifying goals and information, and discussing options and tradeoffs. We use all appropriate avenues of communication: phone, email, and in-person meetings. We firmly believe that ongoing communication is an essential element of developing an effective plan and building life-long relationships with our clients.

We also believe that no client should sign a document without a comprehensive understanding of its content and the ramifications thereof. To that end, we dedicate a significant amount of time to the document signing process. It allows us to explain each section of the plan and answer any questions.

Once documents are signed, we work directly with our clients to ensure funding. We also keep our clients informed regularly through our seminar programs and our annual client appreciation reception.

Your Approach

Every professional organization has different processes and different methods for interacting with clients. We are happy to work within your processes or blend our respective methodologies. Our primary goal is to serve the needs of clients and we welcome the opportunity to serve them within the team environment.


  • Joint marketing: We are happy to work with you to speak to your clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping, business succession, or asset protection. Please call us if you would like to plan a workshop or a client appreciation event.
  • Monthly estate planning e-newsletter: Each month we produce an electronic newsletter on estate planning issues for professional advisors like yourself. You may subscribe online and we will add you to our monthly email list.

Call (888) 493-5088 or contact us online with any questions about our estate planning process and how we can work together to help our clients succeed.

Protect Your Treasures

Work with compassionate and experienced estate planning and elder law attorneys who will help you plan for the unknown and protect you and your loved ones. 

  • NOCC
  • Avvo - 2015 Clients' Choice - Elder Law
  • Avvo - 2015 Clients' Choice - Estate Planning
  • Wealth Counsel
  • Avvo - Supurb 10.0 - Top Attorney Estate Planning
  • CNN Money
  • The Meredith Vieira Show
  • People
  • Channel 4

Meet the Crew

Compassion, Experience & Integrity
  • Marty  Burbank Photo
    Marty Burbank Attorney

What Sets Us Apart

  • Over Three Decades of Experience & Service the Community
  • Home Visits Available for Those Who Are Unable to Travel
  • Services Available in Spanish & Korean
  • Free 30 Minute Evaluation

Start Your Journey

Contact us today for your free evaluation. We can help avoid the choppy waters of not having a plan in place for you and your loved ones.
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