ABOUT
Hi! I'm Sara.
I'm a dedicated Estate Planning Attorney who's absolutely passionate about helping families secure their legacies and protect what matters most.
I have spent over a decade personally guiding my clients through the complexities of Estate Planning, with the overarching goal of making the process as lighthearted, digestible, and easy to understand as possible. I am committed to empowering my clients with the knowledge and tools they need to make informed decisions and walk out of my office with an Estate Plan they understand and have full confidence in. For me, there is no greater gift than hearing a client exclaim, "Wow, that was easy!" at the end of our journey together.
When I’m not in the office you can find me embracing The Great Outdoors with my two energetic little boys (Mason and Rocky) and our rescued Pit Bull (Alligator). We love to snowboard, rock climb, camp, and spend time on or in any body of water. I’m also a double-certified Lagree Fitness Instructor, a chronic volunteer at my kiddos' school, and a die-hard USC Trojan. #FightOn
PILLARS
HELPING YOU MAKE A PLAN
When it comes to designing the perfect Estate Plan for you and your family, getting started really is the hardest part. And I get it- it's overwhelming, it's expensive, it's daunting, and frankly it's a little depressing!
As your attorney, of course I am focussed on the legalities, but I am also there to gently guide you--- to talk you through and to walk you through--- a number of decisions you will have to make with respect to your ideal Estate Plan.
Among other things, we will discuss the best ways to preserve your estate, how you can protect your beneficiaries, the legacy you want to leave behind, and the person or people you want to manage your affairs once you're gone.
We talk about some hard things, yes. But my hope is when you walk out my office doors, you feel seen and understood, comfortable with your choices, confident in your Estate Plan, and that you experience an overall feeling of ease.
SERVICES
Unlike so many other firms, we don't just dabble in Estate Planning // Estate Planning is literally all we do... so we do it well. Our expert-level services are focussed and advanced, and include the following:
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Wills + Trusts
Asset Protection
Beneficiary Trust Planning
Special Needs Trusts
Incapacity Planning
Deeds + Real Estate Transfers
Guardianship of Minor Children
Critical Planning for College-Age Kiddos
STRATEGY AND OPERATION
Our planning is strategic and highly personalized // Our operations are efficient and precise. As such, we have broken down the Estate Planning process into three crucial but easy-to-digest steps:
Step 1 - The Design​
Step 2 - The Signing​​
Step 3 - The Funding​
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To ensure seamless execution of your Estate Plan, our operations focus on efficiency and precision. We leverage cutting-edge technology and tried-and-true practices to manage documents and timelines, and we prioritize communication and transparency above all else- keeping you informed every step of the way.
AN INVESTMENT IN YOUR PEACE OF MIND
Our Estate Planning packages are individually-tailored, comprehensive, and (perhaps most importantly), only offered at a flat-rate. This means no billable hours for us and no surprises for you.
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