Beatrice Phan

BEATRICE PHAN LAW
http://www.bphanlaw.com/

Areas of Focus: Kids Protection Planning, Life and Legacy Planning

Licensed States: California

What to expect from Beatrice Phan

A 15- minute introductory call to understand your goals and needs.
2-Hour Working Life & Legacy Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
A transparent discussion of your options to care for what matters most to you, no matter what happens. Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Beatrice Phan

Hello. I’m Beatrice Phan. I became a Personal Family Lawyer because I truly care about helping individuals and families take care of the people they love most through meaningful and value-based estate planning.

I serve clients throughout the state of California and my goal is to help them protect their loved ones and assets in a way that is personalized, comprehensive, holistic, and enduring.

My practice focuses on kids protection planning, general estate planning, trust administration, and probate.

I graduated from UC Hastings College of the Law in 2001 and worked for several law firms with an emphasis on helping international clients and businesses. I was born in Vietnam, grew up in France, and have lived in the US for close to 30 years. My unique background makes me fluent in Vietnamese, French, and English.

I love educating my community on the topics of kids protection planning, estate planning in general, and asset protection. I frequently give presentations for private companies, professional groups, mommy and me groups, and families on a variety of estate planning topics.

Outside of work, I enjoy watching my children play music, sing, and play volleyball. I also love going to the movies, hiking, reading, traveling, and spending carefree time with my family.

Schedule a Consultation

THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

How you hire us.

We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
How we plan.

We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
What we protect.

Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
What you see.

Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
How we deliver.

Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
How our plans work.

One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.