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Current Clients

Client Portal

We transitioned away from Case Status and have begun to use "Clio Client Connect" as our new client portal software. Clio Client Connect is accessed through an app or through your email inbox. We should be finished transitioning over all current clients by January 6, 2025. If you are a previous client and would like us to set up a client portal for you, please email us at Bryan@TrustLegalGroup.com and include "Client Portal Request" in the subject line.

Client Resources

What to Do When You Receive Your Binder (PDF)
How to Sign and Record Your Deed (PDF)
How to Transfer Assets to Your Trust (PDF)
Make a Secure Payment (Link)

If you have received your binder and would like to schedule a time to go over it, please book an appointment using this link: https://calendly.com/trustlegalgroup/frm

If you have general questions during or after the process, feel free to email me at Bryan@TrustLegalGroup.com or schedule time on my calendar to chat: https://calendly.com/trustlegalgroup/30.

A Law Firm Proudly Serving The Great State of California

 

© 2023 Eisenbise Law, PC.

26632 Towne Centre Drive, #300, Foothill Ranch, CA 92610

Hello@TrustLegalGroup.com  |  949-354-2323

IRS CIRCULAR 230 DISCLOSURE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

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DISCLAIMER:  The content of this website is intended to convey general information about Living Trust Law Group and Bryan D. Eisenbise, Esq.  It should not be relied upon or construed as legal advice or services, and is not a substitute for legal advice from qualified counsel.  Nothing on this website should be construed as an offer to represent you. Your use of this website does not create an attorney-client relationship between you and Living Trust Law Group or Bryan D. Eisenbise, Esq.  This website contains an e-mail address and direct contact information for Bryan, who is a California licensed attorney.  However, neither the act of contacting Bryan electronically nor the content of any e-mail sent to Bryan will create an attorney-client relationship. Unless you have an attorney-client relationship with Living Trust Law Group or Bryan D. Eisenbise, Esq., any information you send us will not be treated as confidential. Do not send us confidential information unless you have been authorized to do so by Bryan or have a pre-existing attorney-client relationship with Living Trust Law Group or Bryan D. Eisenbise, Esq. as documented in an engagement letter.  Our principal office is in Irvine, California. This Website is not intended to seek professional employment, and is not intended to communicate to any individual or entity in any state other than California. 

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