About
I am an experienced trust and estate planning attorney, with a hands-on and personalized practice located in Napa Valley, CA.
I graduated with honors from Empire College of Law School and was the Editor in Chief of the Law Review. I am very active in my community as a volunteer and community organizer. I take pride in counseling clients on estate planning strategies and representing them as trustees and administrators in trust and probate administrations.
Online, phone conferencing when possible for safe communications and in-person distancing options for those who need those services. Also a licensed Notary Public for all your estate planning needs.
Contact me for a complimentary initial consultation.
Highlights
Reviews
Mark Beasley & Maxine B.
Frequently asked questions
What is your typical process for working with a new customer?
Initial contact is made and an estate plan questionnaire or other questionnaire is filled out or information gathered to determine best legal representation plan.
Engagement of attorney and then we proceed to discuss issues and if documents need to be drafted, attorney will prepare and formalize the plan with client. Signing and notarization provided by attorney in house or mobile at client's convenience.
What education and/or training do you have that relates to your work?
Bachelor of Arts, Public Administration
Juris Doctorate
Do you have a standard pricing system for your services? If so, please share the details here.
Package flate fee for project work or hourly depending on services needed.
How did you get started in this business?
Licensed attorney with the State of California in 2010.
Practicing exclusively trust and estate planning and administration for 11 years.
What questions should customers think through before talking to pros about their needs?
What are your goals for planning and what can you tell the attorney to assist them in giving you the best counsel for your particular situtation.