Areas of Focus: Life and Legacy Planning, Kids Protection Planning
Licensed States: California
Hi! I’m Stephanie Mendoza. I became a Personal Family Lawyer because I have a genuine desire to help families ensure that their loved ones are taken care of after they are gone. From my own personal experience with loss, I know how difficult and overwhelming that time can be. As a result, I take the time not only to get to know my clients, but to also educate them by explaining legal issues in a way that’s simple, uncomplicated and makes sense so that they feel empowered in making the best choices for themselves and their families when it comes to legal planning.
My goal in assisting families and individuals is to help guide them through the many, and sometimes difficult, decisions that need to be made when planning for loved ones. I strive to do so not only with care and respect, but in a way that leaves my clients feeling confident and glad that they’ve taken the steps today to help their loved ones avoid unnecessary pain and potential conflict in the future.
I have been a practicing attorney since 2003 and when I’m not helping clients, I am a wife and mother to my wonderful son and daughter. My family and I enjoy spending time with our rescue dog, Tilly, playing board games, trying new cooking and baking recipes, and going to concerts. My daughter and I volunteer at a local animal shelter and we love interacting with the dogs and cats there to help lift their spirits.
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 discovery call.