Industry Focus: Estate Planning, Caring for Elders, Kids Protection Planning, Pet Trusts, Probate Process, Trust Administration
Licensed In: California, USAContact Now
As long as I can remember, I’ve wanted to be an attorney. Some people find that odd since typically the word attorney does not convey positive thoughts. Attorneys are often portrayed as aggressive, deceitful, opportunistic, and focused only on money. That’s not who I am, and that’s not my motivation to practice law. I was fortunate to grow up in a family that taught me strong values and the benefits of hard work. My motivation to practice law is to help others overcome challenges in their lives and to protect their hard-earned property and assets. Sometimes these challenges require legal advice and direction, and that’s where I can help.
I am a life-long resident of Placer County. I graduated from Whitney High School and earned my undergraduate degree at UC Davis. I received my Juris Doctorate from the University of Pacific McGeorge School of Law and passed the California State Bar Exam. My law firm is located in Placer County and my goal is to make a positive impact on the lives of the members of my community. I bring a unique perspective as a person with empathy who will listen to you and endeavor to understand your situation. As a female attorney, I also offer the opportunity to provide legal help to clients who are more comfortable working with a woman. That’s not sexist, just a fact. You will not feel intimidated by me, nor pressured or ignored. I want you to be comfortable - yet assured that your legal needs will be addressed and professionally administered. I began Your Property Law Firm with the goal of providing a unique personal experience for my clients. I hope you agree that I have accomplished that.
Here at Your Property Law Firm we strive to be a different type of law practice. Our goal is to establish a personal and professional relationship with our clients to better serve their estate planning needs. Many attorneys consider estate planning as a process of delivering required documents to their clients in a likely one-time transaction. The team behind Your Property Law firm views the process differently. We understand that many aspects of your life will change as time passes, and the things that were relevant when you began your estate planning process will most likely modify as time goes on. Here’s what I mean: the common practice of estate planning is usually asking clients about their assets and their intentions for the distribution of those assets. The client is then presented with a will or trust stating those intentions. While the client does indeed receive an estate plan, the plan often proves to be a temporary solution that is destined to fail over the course of time. This common practice overlooks the importance of updating the documents as life progresses. We recognize that our clients will experience life-changes over time. New assets are acquired, while some assets are sold. Marital status can change; a new baby can enter the picture; some clients will start a new business, and some may realize they need to also plan for the care of aging parents. People don’t often realize that as life changes, so does the need to have an updated estate plan. One of my mentors had to deal with the repercussions of this common practice. When she was in law school her father died, and even though her father spent $3,000 on an estate plan, his loved ones ended up in court to settle issues that changed. His estate plan was out of date and the assets were not owned properly.
If you become a client of Your Property Law firm, here are some things we do differently to ensure that your estate plan is something we know will work for you and the people you love.
First and foremost, we encourage as much communication as possible. You will know upfront exactly what your estate plan will cost. There are no additional charges if you have questions, want to make changes, or simply want to discuss concerns. Once your estate plan is in place, we have reasonable options to help ensure that your plan stays up to date throughout your life. We endeavor to help where needed each step of the way. There will never be any hidden or unexpected fees. You will choose the option that’s best for you.
Second, I make myself available for phone calls each Monday through Friday from
3-5pm to answer any quick questions you may have. That means, for example, if you are at the bank and have a question regarding how to title an account, you will have the ability to reach me during this time.
Third, we consider estate planning as just the beginning of our relationship. While some firms view estate planning as a one-time transactional event that ends with you signing your documents; at Your Property Law firm that is when our relationship really begins. We will review your plan at least every three years at no additional charge. We also offer two levels of membership programs that most of our clients participate in: Our Gold Program provides you with a yearly estate plan review and unlimited changes to your plan. The Gold Plus Program also includes an annual meeting with your attorney, CPA and financial advisor, plus ongoing legal guidance throughout the year.
Finally, at Your Property Law firm we understand that estate planning is not simply a document addressing the distribution of assets. We strongly believe that it also includes addressing the emotional and personal needs of our clients’ loved ones. Often times personal memorabilia are more important to an individual than financial assets. At Your Property Law firm, we understand the value of these personal sentiments and offer avenues for you to add them to your plan at no additional cost. Our flat fee quoted in an estate planning session will automatically include an opportunity to make either a video or voice recorded interview that becomes part of your estate plan. People often don’t appreciate how special this added touch can be for loved ones. At Your Property Law Firm, we help you plan these little details that can have lasting memories.