Areas of Focus: Kids Protection Planning, Life and Legacy Planning, LIFTed Business Advising
Licensed States: California, Philippines
My mission has always been to apply my personal principles to my law practice – providing individualized personal attention to every client, dedication to the client’s cause, and compassionate representation. Passion for the law and helping people, and my range of experience position me to be the problem-solving and supportive counselor that you need during the legal journey.
I have had great and meaningful successes representing and counseling hundreds of clients over the years, in matters mainly focused on estate planning and business. Contact us with any questions or schedule a consultation meeting – we’re here to help.
I started my legal career here at a boutique immigration firm in Del Mar, CA. I worked with one of the country’s renowned immigration lawyers and scholars. There, I was very unhappy. There was lack of meaningful relationships between lawyers and their clients. There was an overall systemic value of poor communication, hidden and unpredictable fees, and a lack of client support.
This inspired me to begin my own legal practice, focused on creating an experience for clients that flew above traditional. My law office would be a place where individuals and families feel secure, hopeful, and supported.
My passion for the law and helping people and my range of experience position me to be the problem-solver, counselor and support that my clients need during their legal journey. I have had great and meaningful successes representing and counseling hundreds of clients over the years, in matters mainly focused on estate planning, and business. I help families and individuals protect their family, assets, and businesses.
I am also proud mother to two young beautiful children. And I am also an immigrant. I love the outdoors, arts and table tennis.
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.