My estate planning practice assists individuals, families, and small business owners achieve peace of mind by creating and implementing customized, yet cost effective estate plans. As part of my personalized estate planning process, I first seek to understand your goals and needs. You will discover that I am genuinely willing to listen to all your concerns while we work to develop your estate plan. My advice focuses on how your estate planning documents advance your goals.
In addition to creating estate plans, I work in the probate arena as well. I assist families in implementing their loved one's estate plans when loved ones pass away and in setting up guardianships for minors, individuals with special needs, and individuals who can no longer manage their own affairs.
I use plain English and easy to understand visual aids, so you understand what your estate plan says and you will know what you need to do in order ensure that your plan works the way you intend. Since I aspire to develop lifelong relationships with my clients, you will find that I am very accessible. I will answer my own email and call you back promptly. To consistently provide outstanding legal services to you, I will draft your documents myself and I will not the pass legal work on to a paralegal. I take pride in offering you personalized service that is nearly impossible to find with a larger law firm.
I believe that effective estate planning is critical to your financial and emotional well-being and that of your loved ones. I strive to become your trusted confidante and counselor because I care about my clients. I treat my clients like family, protecting their interests as if they were my own, and making sound recommendations to help them accomplish their planning goals. I am grateful for the opportunity to be involved in the process.
To stay informed of the latest trends and developments in Estate Planning, I am an active member of WealthCounsel, a national community of top estate planning professionals committed to the highest standard of practice excellence. This collaborative organization, along with attending seminars taught by nationally recognized thought leaders, keeps me on the leading edge of the newest estate planning ideas and approaches.
I am licensed to practice law in California and have been a member of the California State Bar since 2007. I am licensed to practice in all California courts and I also admitted to practice in the United States District Court, Central District of California.
I am a California native, born and raised in Southern California. I graduated from UCLA with a Bachelor's degree and later attended Southwestern Law School to earn my Juris Doctorate. I went to law school because I have a desire to positively affect people's lives. I truly enjoy the satisfaction that comes from helping my clients. My personal experience of helping my grandparents with planning in the final stages of their lives sparked my interest in estate planning.
While I have lived in Southern California my entire life, I moved to Orange County over 15 years ago and I have been raising my two wonderful sons in this splendid area ever since. In my free time, I enjoy spending time with friends, listening to podcasts, and traveling.
I am also a licensed California real estate broker. License #1787735.