For CPAs, Financial Advisors & Referring Attorneys
A reliable estate planning referral for your clients
Alex Wong is a solo estate planning attorney focused on Peninsula families and business owners. Flat-fee pricing. Responsive turnaround. No cross-selling.
What you can expect
Focused practice
Estate planning only. No criminal, family law, or immigration. Your client is not a side matter.
Flat-fee pricing
Clients receive a fixed quote at the consultation. No hourly billing, no scope creep invoices, no surprises for you or them.
Closed loop
With client authorization, Alex confirms completion and flags any tax or accounting implications that need your attention.
Peninsula-based
Office in Redwood City. Serves San Mateo County, Santa Clara County, and the broader Peninsula. Familiar with local probate court logistics and real property practices.
No cross-selling
Alex does not manage investments, sell insurance, or refer clients to affiliated financial products. Referrals stay clean.
California State Bar No. 297998
Licensed in California. AV-rated conduct record. Verifiable at the State Bar website.
Services your clients are most likely to need
These are the situations that generate the most referrals from CPAs and financial advisors.
Revocable Living Trusts
Complete trust-based estate plans for individuals and couples. Avoids probate, provides asset management continuity, and accommodates California community property and Prop 19 planning.
Trust Amendments & Restatements
Updates to existing trusts — trustee changes, beneficiary updates, asset additions, full restatements after major life events. Clients who come to you with outdated trusts are a direct fit.
Powers of Attorney & Healthcare Directives
Durable financial POA, advance healthcare directive, and HIPAA authorization. Often needed alongside a trust or as a stand-alone when a client's incapacity planning is incomplete.
Probate Administration
California probate court proceedings for clients who die without a trust or with unfunded assets. Coordinated with you on tax and accounting matters throughout.
Business Succession Planning
Coordination of business interest transfer with personal estate plan for LLC and S-corp owners. Buy-sell agreement review and trust-level business succession structure.
How a referral works
Send the client to schedule
Point your client to woodsidelegalgroup.com or give them the direct number: (650) 209-0389. No referral form or pre-clearance required.
Client completes intake
The client provides basic information about their family, assets, and goals before the consultation. Alex reviews it before the meeting.
Consultation and flat-fee quote
Alex meets with the client, assesses their situation, and provides a flat-fee quote at the end of the consultation. No hourly billing surprises.
Documents drafted, signed, funded
Drafts go to the client for review, then to a signing appointment. Alex coordinates deed preparation for real property funding.
Closed loop back to you
With the client's authorization, Alex will confirm completion and coordinate on any tax or accounting implications (cost basis, beneficiary designations, S-corp trust qualification).
Common questions from referring professionals
Do you handle estate planning for high-net-worth clients?
Yes. Most of Alex's clients are homeowners in San Mateo County and the broader Peninsula, where estate values regularly exceed $2 million. Plans are tailored accordingly — including community property A/B trust structures, disclaimer trust planning, and coordination with your investment accounts and tax strategies.
How do you handle S-corporation stock held in trust?
A revocable living trust qualifies as an eligible S-corp shareholder during the settlor's lifetime. After death, the trust must qualify as a QSST or ESBT to avoid terminating the S-election. Alex addresses this at the drafting stage and coordinates with you when an existing trust did not account for it.
What is your turnaround time for a new estate plan?
Most plans are completed within three to four weeks of the initial consultation. Complex situations (multiple properties, business interests, blended families) may take longer. Rush timelines are available for urgent situations.
Do you accept referrals for trust administration after a client dies?
Yes. Successor trustee guidance and trust administration coordination is a significant part of the practice. If your client is named as successor trustee and needs guidance on beneficiary notices, tax filings, and distribution sequencing, that is a direct referral fit.
Is there a reciprocal referral arrangement?
No reciprocal referral fee arrangements. California Rules of Professional Conduct prohibit fee-sharing with non-attorneys. The referral relationship is based on fit and mutual professional trust. If a client comes in with tax planning or investment needs, Alex refers back to their existing CPA or advisor as the default.
Ready to refer a client?
Call directly or send your client to the contact page. No intake form required from you.