Areas of Focus: Life and Legacy Planning, Kids Protection Planning
Licensed States: California
Emily is an attorney and small business owner. Emily began practicing estate planning to help families protect the people they love the most by putting in place a plan that keeps everyone out of court and out of conflict. Emily is passionate about educating parents on what will happen to their children and their assets if they do not have a plan in place. Emily primarily serves young families who desire to protect their kids and ensure that they will always be cared for, both emotionally and financially.
Emily graduated in the top of her law school class from UC Davis School of Law and began her career at a firm where she represented public entities in both litigation and transactional matters. Emily owns a small business in Encinitas and currently resides nearby with her husband and two children. Emily loves going to the beach, hiking, and enjoying all that San Diego has to offer!
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.
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.
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.
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.
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.
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.
Complete the form below to reach out and schedule your 15-minute initial consultation.