Lerman Law Partners, LLP

Make contact.

We accept new matters by referral and direct introduction. The first conversation is brief, and at no cost. If you would like to begin one, the form below is the most efficient route.

Form 04 / Engagement
Reviewed by partner within one business day

01 Identification

Who are you, and how should we reach you?

Name

Affiliation

Phone

02 Practice area

Which area is most relevant?

Select one. If unsure, choose the closest — counsel will route the matter on review.

P—01 Trust administration P—02 Estate planning P—03 Probate administration P—04 Trust and estate dispute P—05 Real estate transaction P—99 Outside listed practice areas

03 Referral

How were you introduced?

Existing client Investor or fund Counsel at another firm Direct

04 Matter

A brief description of the matter.

Two or three sentences. Do not include confidential or privileged detail; we will arrange a privileged channel before substantive discussion.

All inquiries reviewed by partner · Conflicts check before engagement letter

Inquiry 2026-05-LL-0142 · Received

Received. A partner will respond within one business day.

If a substantive conversation is appropriate, we will propose a brief introductory call after conflicts review. We do not advise on the matter, in any form, before that step is complete.

For matters that require an immediate response, our office line is (415) 448-7778.

San Rafael

899 Northgate Drive Suite 307
San Rafael, CA 94903

San Francisco

Marin County

Direct

(415) 448-7778 · Monitored Mon–Fri

A note on this form Submitting this form does not establish an attorney–client relationship. The firm undertakes a conflicts review before any substantive engagement, and reserves the right to decline matters at its discretion. Material submitted prior to engagement is held in confidence but may be returned or destroyed if conflicts preclude representation.

This is a preview of your rebuilt site. Launch this site →