Beatrice Phan graduated from U.C. Hastings College of the Law and has over 15 years' experience as an attorney. As a daughter, a wife, and mother of a 10-year-old and 7-year old, she has asked the same questions that you are likely asking yourself now: "How do I make sure that my parents are taken care of in their old age? What would happen to my family if something were to happen to me? How can I make sure that they will be properly taken care of physically and financially? If I am no longer here, will my kids be raised with the same values that I have tried so hard to instill in them? Will they remember how much I loved them?"
Through having to answer these tough questions in planning for her own family, she feels that the process has taught her a great deal about her role and responsibility as a daughter, wife, and mother. She has come to realize that for her, the most important and meaningful duty is to protect her family no matter what: during her lifetime, but more importantly, when they will be most vulnerable - when she is no longer here.
What she loves about being an Estate Planning attorney is that she has the privilege of helping individuals and families who all share this same sense of duty to protect their family and loved ones, and who have the desire to protect their loved ones now and for as long as possible. She finds great satisfaction and purpose in being part of this very meaningful and rewarding process.
Outside of work, Beatrice enjoys watching her children play music, sing, and play tennis. She also loves going to the movies, hiking, reading, traveling, and spending carefree time with her family. She was born in Vietnam, grew up in France and has lived in the US for close to 30 years. Her unique background makes her fluent in Vietnamese, French and English. In addition, having lived in different areas of the world helps her understand people from different cultures where the laws may differ greatly from those of the US. Therefore, it is always a priority of hers to make sure that she explains how US laws work in a simple and easy way so that her clients fully understand 1) the estate plans that are drafted and customized for them, 2) how those plans meet the requirements of US laws, and most importantly 3) why their family will be able to rely on the plan when and if something were to happen to her clients.
Where we dedicate ourselves to one and only one purpose: to ensure that your family and loved ones are taken care of and protected in the event that you can no longer do so. This area of law is called Estate Planning. We feel that by focusing on only one area of law, we are able to give our clients the high level of focus, quality, dedication and personalized service that they deserve. We listen carefully to each of our client's goals for their loved ones and draft estate planning documents that articulate those goals in a highly customized manner - documents like a will, a trust, a healthcare directive, and a power of attorney among others.
We understand that most of us would like to make these very important plans and decisions for our family and loved ones, but some considerations might get in the way. Considerations such as the high and unpredictable cost of legal services. To help alleviate this concern, at our firm, all of our pricing is discussed up front, so there are no surprises. Most of our work is billed on a flat-fee basis so that you will not be charged by the minute for things like phone calls and emails. We strive to maintain open lines of communication with you and to give you a very personalized, high-quality and pleasant experience.
We are female-owned, family-friendly, affordable, flexible, and responsive to your needs. We'll help you sort through your legal situation so that you may have peace of mind that your family and loved ones will be protected when and if something happens to you!