How To Get Started

Your family deserves the kind of protection, guidance, and love that we provide to our own families at Deloso-Penacho. We’ll gently guide you, step-by-step through this legal process while maintaining trusted guidance for you.

The first step is to call our office at 760.487.1120 to schedule your personal Family Wealth Planning Session and ask to speak with Kim, our Client Services Director.  

Kim will schedule the most convenient appointment time available for you with one of our expertly trained Personal Family Lawyers. We see clients on weekdays and we even have evening or weekend appointments available to make planning as convenient for you as possible.

Please refer to the Family Wealth Planning Session Step-by-Step for further details about how to prepare for our first meeting:

Family Wealth Planning Session Step-by-Step PDF

For more information call us at 760.487.1120

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