Contact

GET IN TOUCH

Let’s talk.

Send us a message

Questions? We read every one.

Send us a note — a few sentences about your family and what you’re thinking about. Our team will respond within one business day.

Name

By submitting this form you agree to our Privacy Policy. We respond within one business day.

Visit

1220 Oakland Blvd., Ste. 220
Walnut Creek, CA 94596

Call

(925) 254-1234

Email

hello@californiatrustandlegacy.com

Hours

Monday – Friday · 9:00 AM – 5:00 PM
By appointment only


Schedule

Booking a consultation is the fastest way to get on the calendar.

Most clients skip the form.

The form works — we read every submission. But the fastest path to a first conversation is the booking link. Pick a time that works for you; no phone tag.