Kathleen Bock Stewart

Kathleen Bock Stewart

5.0
Rating: 7.3

Licensed for 31 years

Estate planning Lawyer at Fairfield, CA
Practice Areas: Estate Planning, Trusts, Probate, Business

1300 Oliver Rd Ste 390, Fairfield, CA

About Kathleen

Practice Areas

4

Practice Areas

Estate Planning 50%

Preparation of both simple and complex estate plans, including living trusts, wills, Durable Powers of Attorney and Advance Health Care Directives, as well as Charitable Remainder Trusts, Qualified Personal Residence Trusts, Irrevocable Life Insurance Trusts and other Estate Tax Savings techniques.

50%
Trusts 30%

Assisting and advising Trustees in the administration of trust estates, when the original creator or creators of th trust have passed away or become incapacitated. Taking the guess work out of what steps are necessary in the administration process, and assisting in getting each step accomplished.

30%
Probate 15%

Assisting and advising the executor or administor of an estate through the entire probate process from beginning to end. Making all court appearances, preparation of all court filings and finalizing the probate as quickly and efficiently as possible.

15%
Business 5%

Advising clients on the formation and ongoing management of their business entities. Particular emphasis is placed on advising clients on planning for the succession of businesses to the next generation.

5%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in California for 31 years

State: California

Acquired: 1994

Inactive

No misconduct found

Location

Law Offices of Kathleen Bock Stewart

1300 Oliver Rd Ste 390, Fairfield, CA, 94534

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Kathleen Bock Stewart's Reviews

Avvo Review Score

5.0 /5.0

1 Client Review

5 star (1)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Ernest | July 1, 2014

Wills and Trusts

Kathleen is a well educated well experienced and extremely competent. She has provided us with comprehensive wills and trusts to insure smooth transition for our heirs. She keeps her clients updated on changes in the law and tax consequences. Our family recommends Ms. Steward without any reserva...tion.

See All Client Reviews

Kathleen Bock Stewart's Lawyer Endorsements

Endorse Kathleen
Bruce A McIntosh headshot
Bruce McIntosh

Estate planning lawyer | Jul 29

Relationship: Fellow lawyer in community

"I endorse this lawyer's work."

Jacqueline Marie Phillips headshot
Jacqueline Phillips

Estate planning lawyer | Jul 09

Relationship: Fellow lawyer in community

"I endorse this lawyer's work. Kathleen is an experienced attorney who is uniquely positioned to advise local business families with estate and tax planning needs. Her undergraduate degree at UC Davis in Agricultural and Managerial Economics combined with her law degree, give her a unique background and expertise to position her as the go-to person to advise the small to larger agricultural clients in her community."

Michelle Mei-Ming Yu headshot
Michelle Yu

Estate planning lawyer | Jun 30

Relationship: Fellow lawyer in community

"I endorse this lawyer's work. Kathleen is experienced and professional and I would recommend her legal services."

Barry Norman Young headshot
Barry Young

Estate planning lawyer | Jun 29

Relationship: Fellow lawyer in community

"I endorse this lawyer's work. Kathleen is a knowledgeable and capable lawyer."

Michele L Ross headshot
Michele Ross

Trusts lawyer | Jun 29

Relationship: Other

"I endorse Kthleen's work. She is a top notch professional."

Frank James Crum headshot
Frank Crum

Estate planning lawyer | Jun 25

Relationship: Other

"I endorse this lawyer's work."

View All Endorsements
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Experience

Rating:  7.3 (Very Good)

Education

N/A

UC Davis SOL King Hall

law

N/A

Univ of California Davis

undergraduate

Languages

English

Avvo Rating

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  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
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