Proposition 19 Virtual Consultation: Next Steps

1. Complete your Questionnaire

Prior to your consultation we will need to review your responses to the questionnaire provided below:

• Click here to complete the Proposition 19 Questionnaire

2. Gather your materials

We will send you a File Request through Dropbox for the following files. Please collect them and when you receive the email from Dropbox, follow the link to upload the files:

• Estate Plan

• Property Tax Bills

• Property Valuation Information

3. Prepare for your Consultation

• Ensure you have added your appointment to your calendar.

• We will be meeting via Zoom. When the time comes for your appointment, follow the link in the calendar event you received by email to join the meeting.

• Please write down any questions you have so that we can address them during the meeting.