My firm's focus is on Estate Planning, Wills and Trusts, Trust and Probate Administration. After working in a local law firm, I opened my practice in Heladsburg in the spring of 1998.Example cases
I often have clients who have never met with an attorney before and need help planning their estate due to the birth of a child, death of a parent or other such circumstance. The clients need help to assure their wishes are met with regard to how their resources are managed for the benefit of their children and family. I help them understand and articulate their goals and put them in a legal format to make sure their goals are met to the best of our abilities.
626 Brown Street
Healdsburg CA 95448-3711
Yes, a complimentary consultation is offered.
For most clients, a flat fee arrangement is acceptable. For will packages including wills, powers of attorney for property and advanced health care directives, the flat fee is $800 - $1,000 for a single person and $1,200- $1,400 for a married couple. Trust packages include the above documents plus a revocable trust and corresponding trust funding documents. The flat fee for a single person is $1,500 - $1,800 and for a married couple is $1,800 - $2,200. The fee is set at the time the engagement is made.
Monday through Friday 9:00 to 5:00 generally, plus weekends as necessary. I often meet my clients at their homes during the day or evening to begin the planning process.
Estate Planning is a very rewarding area of law. I get to deal with clients directly about the most important parts of their lives - their families. Whether the client has significant assets or only a few assets, the goal of protecting those assets for their families within the context of the client's wishes is very satisfying.
Clients who take the initiative in educating themselves about the issues generally do better throughout the process. It's important, however, to know when you need professional help and when you can do it on your own.
I am happy to review documents prepared by the clients, or by others on behalf of the clients and then discuss those documents in the context of the particular situation at hand.
Depending on the intricacies of the particular circumstances, I may be able to advise a client who may be dealing with a legal situation on their own.
I previously worked in the Office of General Counsel at Bank of America in San Francisco in the litigation group. I then moved north and worked in the law firm of Senneff Kelly in Santa Rosa, California practicing in the areas of estate planning as well as corporate and real estate.
I try to relate to the clients in the least threatening way possible while helping them to deal with their circumstances. I try to be very approachable but professional and want my clients to feel there is no reason to feel intimidated about meeting with a lawyer.
I am honest, professional and am very approachable. Many times, clients have never had to meet with an attorney and they are very intimidated about the process. I try to put their fears at ease and help them understand that we can accomplish their goals while, stressing that you make the best decisions with the information you have at hand. If the situation changes, we can make adjustments to their plan. I always try to build as much flexibility as possible into their plans to try to accommodate as many scenarios as possible given the facts at hand..Personal interests:
When I am not shuttling my own children to swim team and soccer practice, I love to cycle, swim, read, garden and cook. My husband and I are also small wine producers so that keeps me busy as well.
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