1. Home
  2. Find a Lawyer
  3. California
  4. Pasadena
  5. Estate Planning
  6. Jan Copley

Jan Ellen Copley

Estate planning Attorney at Pasadena, CA

5.0   2 reviews
Message
  • Licensed for 41 years
    State CA
    Acquired 1981
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

Peace of Mind for our Family
Janet
This review is from a person who hired this attorney.
Hired Attorney
Attorney
Steven
Read more reviews

About Jan

Learn Jan’s areas of practice.

4
Practice areas
  1. Estate planning
    50%
    We work with our clients to help them protect their families and their money

    30 years

  2. Trusts
    30%
    If you need trust planning, we work with you to create the trust that meets your needs. Also, if someone you know has died with a trust, we can help you with what you need to do.

    30 years

  3. Business
    10%
    We can help you with all aspects of business planning, from creating your business to implementing your exit strategy.

    40 years

  4. Probate
    10%
    We will make your probate experience as efficient and painless as possible.

    35 years

I work with caring people who want to protect their families and their money.  I do this by spending time with you to learn about your hopes, dreams, fears and aspirations for you and your loved ones.  What's unique about my practice is that we treat you with the courtesy and respect you deserve.

Photos and videos

View more

Photos and videos

Contact Jan

Similar lawyers nearby

Pasadena Law Group
155 North Lake Avenue
Suite 800
Pasadena, CA, 91101
Message Get Directions

Reviews

Write A Review
5.0 / 5.0
  2 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by Janet | March 16, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Peace of Mind for our Family
We have been using Jan Copley's services for our own estate planning, as well as that of both sets of parents, since 2006. She provides easy-to-understand, thorough explanations to help us determine what works best for our needs. She is readily available and responsive for questions. Her detailed services have given us peace of mind for our family's estate planning; and we cannot recommend her highly enough. She is a delight to work with.
Read less
Posted by Steven | September 12, 2011
Attorney
Jan has been advising me regarding marketing recently. She is excellent is making suggestions and following up. The key to marketing is following up with your leads. She has taught me the advantage of organizing your marketing in this way. I recommend her very highly

Cost

We have not found any cost information for this lawyer

Contact for Details

Resume

AVVO RATING 9.4 (Superb)

Work Experience

  • Owner
  • Pasadena Law Group
  • 2013 - Present
  • Certified Practice Advisor
  • Atticus, Inc.
  • 2010 - Present
  • Owner
  • Jan Copley, Attorney at Law
  • 1993 - 2009

Education

  • Loyola Law School
  • J.D.
  • 1981
  • Occidental College
  • A.B.
  • 1977

Associations

  • Rotary Club of Pasadena
  • Member
  • 2013 - Present
  • WealthCounsel
  • Member
  • 2001 - Present
  • Fiduciary Round Table of the San Gabriel Valley
  • Member
  • 1998 - Present

Languages Spoken

  • English

Honors and Awards

  • Top Attorney
  • Pasadena Magazine
  • 2015
  • Top Attorney
  • Pasadena Magazine
  • 2013
  • Top Attorney
  • Pasadena Magazine
  • 2010

Publications

  • CEB, Business Succession Planning; Strategies for California Estate Planners and Business Attorneys
  • Succession Planning for Physicians
  • 2011
View all publications

Speaking Engagements

  • Planning for the Generations
  • How I Built a Successful Estate Planning Practice and Sold it for a Tidy Sum
  • 2010
  • The Gathering
  • Marketing - The Power of Image for Wealth Advisors
  • 2009
  • Trust Administration
  • Trust Administration
  • 2006
  • Collegium
  • Community Property and Life Insurance Planning
  • 2003
  • Collegium
  • Planning for the Significantly Younger Spouse
  • 2002
  • Collegium
  • Community Property for Common Law Attorneys
  • 2002
  • Collegium
  • Uniform Principal and Income Act and Uniform Prudent Investor Act
  • 2000
View all speaking engagements

Attorney endorsements

Received (14)
Given (12)
Endorse Jan
Jimmie Ling Joe headshot
Jimmie Joe
Estate planning Attorney | Apr 19
Relationship: Other
"I endorse this lawyer. Jan is smart. Very smart. Plain and simple. Highly experienced and an excellent trusts and estates attorney."
Peter James Gilbert headshot
Peter Gilbert
Estate planning Attorney | Sep 06
Relationship: Other
"I have known and admired Jan for many years, since we have been colleagues in various organizations of Estate Planning Attorneys, both large groups and small. Jan is a competent and successful Estate Planning Attorney; she has taught colleagues about numerous legal technical topics. Jan also serves as a coach to help attorneys grow their practices."
Antoinette Michelle Bone headshot
Antoinette Bone
Estate planning Attorney | May 29
Relationship: Other
"Jan is a fellow attorney and business associate. She is an extremely knowledgeable attorney who helps her clients think through their planning choices keeping in mind family dynamics. She is great to work with. I endorse this lawyer."
Lazaro Eloy Fernandez headshot
Lazaro Fernandez
Estate planning Attorney | Oct 30
Relationship: Fellow lawyer in community
"I endorse this lawyer. Jan is a meticulous lawyer, paying attention to clients needs and wants. Through preparation and integrity are the foundation of her practice."
William W Erhart headshot
William Erhart
Estate planning Attorney | Oct 23
Relationship: Other
"I belong to several professional organizations with Jan Copley and have attended several seminars and workshops that she has taught. She is knowledgeable and respected greatly by her peers."
Thomas H. Sullivan headshot
Thomas Sullivan
Estate planning Attorney | Oct 19
Relationship: Other
"I have known Jan for many years through various professional organizations. She is extremely knowledgable in both estate planning and coaching. She is very personable, professional and always helpful."
Vincent E Bonazzoli headshot
Vincent Bonazzoli
Unknown Attorney | Oct 15
Relationship: Worked together on matter
"I have known Jan for over ten years. Her attention to detail is unsurpassed in the legal community. Her work ethic, integrity, and character are superior. Her clients have certainly benefited from her detailed approach to their Estate Planning needs."
Nora Riva Bergman headshot
Nora Bergman
Unknown Attorney | Oct 04
Relationship: Co-worker
"As a practice advisor with Atticus, I’ve had the privilege of working with Jan and seeing first-hand the breadth of knowledge she brings to her work as a business coach. She is smart, focused and dedicated to helping her clients to achieve their goals."
Mindy Felinton headshot
Mindy Felinton
Estate planning Attorney | Jul 31
Relationship: Worked together on matter
"I endorse Jan as a very skilled and highly qualified attorney."
David Michael Frisse headshot
David Frisse
Estate planning Attorney | May 30
Relationship: Other
"I endorse this lawyer - as a practitioner and as a COACH of legal professionals. She has a rare gift of insightful listening. Although she brings a wealth of legal and business experience to engagements, she does not listen autobiographically. She brings out in her clients what they need and may not have realized, or have forgotten, that they had. One of the finest, most capable, and trustworthy people I've known."
Rosalind M Robertson headshot
Rosalind Robertson
Estate planning Attorney | Mar 24
Relationship: Fellow lawyer in community
"I endorse this lawyer. Jan has a wealth of knowledge in the Estate Planning and Elder Law area. She is very willing to share her experience with others in the field to help fight the good fight, for seniors across our country."
Suzanne Marie Graves headshot
Suzanne Graves
Estate planning Attorney | Sep 01
Relationship: Fellow lawyer in community
"Jan is a great attorney and a great business coach. Jan has great follow through skills and always does the right thing for her clients. I have known Jan many years, and know that anyone that I would refer to her would be in great hands."
Dennis B Sullivan III headshot
Dennis Sullivan
Estate planning Attorney | Aug 12
Relationship: Fellow lawyer in community
"Jan is a dedicated and trustworthy attorney. She is very knowledgeable and does great work on behalf of all her clients."
Steven Patrick Riley headshot
Steven Riley
Ethics and professional responsibility Attorney | Apr 29
Relationship: Fellow lawyer in community
"Jan Copley elicits respect and trust from everyone she works with. She's an incredibly innovative attorney who works 110% toward achieving her client's goals. I know that I can count on Jan's integrity and intelligence whenever I need peer-to-peer feedback on a legal strategy or practice management."
View more endorsements
Jimmie Ling Joe headshot
Jimmie Joe
Estate planning
Dustin David Sichon headshot
Dustin Sichon
Estate planning
Antoinette Michelle Bone headshot
Antoinette Bone
Elder law
Peter James Gilbert headshot
Peter Gilbert
Estate planning
Nora Riva Bergman headshot
Nora Bergman
Unknown
Frederic T. Muegenburg Jr headshot
Frederic Muegenburg
Estate planning
Lazaro Eloy Fernandez headshot
Lazaro Fernandez
Chapter 7 bankruptcy
Mindy Felinton headshot
Mindy Felinton
Elder law
David Michael Frisse headshot
David Frisse
Estate planning
Steven Silverman headshot
Steven Silverman
Estate planning
Dennis B Sullivan III headshot
Dennis Sullivan
Estate planning
Steven Patrick Riley headshot
Steven Riley
Estate planning

Avvo Contributions

This attorney hasn't created any legal answers in Q&A or legal guides recently on Avvo.

Pasadena Estate planning Lawyer Jan Ellen Copley
Jan Ellen Copley
Estate planning Attorney
Pasadena, CA
Licensed for 41 years
Message