Daniel David Rodarte

Daniel David Rodarte

5.0
Rating: 7.3

Licensed for 46 years

Estate planning Lawyer at Santa Monica, CA
Practice Areas: Estate Planning, Probate, Lawsuits & Disputes

100 Wilshire Blvd.,, Suite 700, Santa Monica, CA

About Daniel

Biography

Practice Areas

3

Practice Areas

Estate Planning 50%

Pacific Legacy Law counsels clients in the management and protection of wealth during their lifetime, and in the ultimate distribution of their lifetime legacy to their loved ones. In short, we counsel clients on ‘lives and legacies well-planned.'

20 years

50%
Lawsuits and Disputes 25%

We assist clients in resolving claims for breach of fiduciary duty, beneficiary disputes, and will and trust contests, including claims of undue influence and incapacity.

46 years

25%
Probate 25%

“Probate” happens when a decedent dies without a Will; or when decedent prepared a Will, but without a Living Trust. The goal of the probate court proceeding is to pay decedent’s debts and to transfer decedent’s net assets to heirs or beneficiaries.

16 years

25%

Fees and Rates

Cost

Free Consultation

$0 first 60 minutes


Payment Methods

  • Check

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Licenses

Licensed in California for 46 years

State: California

Acquired: 1979

Active

No misconduct found

Location

Pacific Legacy Law

100 Wilshire Blvd.,, Suite 700, Santa Monica, CA, 90401

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Daniel David Rodarte's Reviews

Avvo Review Score

5.0 /5.0

1 Client Review

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Practice Areas
What Clients Mention

Showing 1 - 1 of 1 review | Practice Area Knowledge

Posted by Shannon | May 19, 2021 | Hired Attorney | Probate

Would Recommend

I consulted and hired Daniel Rodarte, Esq. for two family legal matters. One was a review of my mother's trust. Mr. Rodarte caught some lapses from a previous update that left me vulnerable as the successor trustee. He quickly remedied the vulnerability in an amendment. The second matter involved ... administering a very complex Trust/Estate upon the death of a family member. He guided me through the process, highlighting legal and accounting issues, protecting assets, and clarifying confusing elements. He drafted the multiple subtrusts, and associated legal forms needed by beneficiaries residing in different states. Mr. Rodarte's guidance proved invaluable. I found him to have integrity and competency, as well as being easy to communicate with.

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Experience

Rating:  7.3 (Very Good)

Honors

1976

Graduation with Honors, UC Santa Cruz

Associations

2021 - Present

WealthCounsel

Attorney Member

1979 - Present

California Lawyers Association

Member, Trusts & Estates Section

1979 - Present

Harvard Law School Alumni Association

Member

Education

1979

Harvard University Law School

JD - Juris Doctor

1976

University of California - Santa Cruz

BA - Bachelor of Arts

Languages

English

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