Nancy Jo Rose

Nancy Jo Rose

also known as Nancy Rose, Nancy Speizer Rose

5.0
Rating: 8.6

Licensed for 45 years

Estate planning Lawyer at Napa, CA
Practice Areas: Estate Planning, Probate, Wills & Living Wills, Trusts

Napa Valley, Napa, CA

About Nancy

Biography

Practice Areas

4

Practice Areas

Estate Planning 25%

Trusts, wills, powers of attorney, advance healthcare directives, HIPAA releases

25%
Probate 25%

Estate and trust administration

25%

Fees and Rates

Cost

Free Consultation

$0 first 30 minutes


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in California for 45 years

State: California

Acquired: 1980

Active

No misconduct found

Location

Nancy Rose Law PC

Napa Valley, Napa, CA, 94559

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Nancy Jo Rose's Reviews

Avvo Review Score

5.0 /5.0

34 Client Reviews

Filter Avvo Reviews (34) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 6 - 10 of 24 reviews | Practice Area Knowledge

Posted by Mary | February 08, 2022 | Hired Attorney | Trusts

Trust, Will, Advance directive, power of attorney

I hired Nacy Rose to redo my trust as it was an AB trust from 1991. After several consultations, she chose to redo the whole trust and other documents as both my husband had died in 2013 and my son died in May of 2021. She was so patient and explained every detail to me. I would highly recommend her... for trusts, wills and the other end of life documents.

Posted by Paul | October 05, 2021 | Hired Attorney | Estate Planning

Great Work!

I was very pleased with the work and assistance provided by Nancy with setting-up my revocable trust and will documents. Nancy compiled it all into a well-organized package and clearly identified what I needed to do and when.

Posted by Naomi | September 30, 2021 | Hired Attorney | Estate Planning

Excellent Process and Result

I asked Nancy to do my family trust because I knew she had the expertise to develop an estate plan for a complex family situation. She was thoughtful and compassionate and was able to address issues in a blended family in a way that gave my husband and me confidence that we had achieved what we neede...d to do. Nancy fully lived up to her excellent reputation.

Posted by Jill | June 08, 2020 | Hired Attorney | Estate Planning

Nancy made it so easy for me.

Nancy & I reconnected before the death of my husband. She was then by my side, after he passed, supporting me thru legal & financial decisions, as a friend, lawyer and accountant. She supported me in moving forward immediately with my own will & a family trust. Nancy made it so easy for me. Her knowl...edge of the process and ability to relate on my level was what I needed at that time. Since then she has kept me up to date in changes in the law that relate to me. I highly recommend Nancy Rose for your legal needs!

Nancy Rose

Replied last June 08, 2020

Jill, thank you for taking the time to post this review! It's good to know that I made things easier for you. When you're grieving, adding one more thing to your plate can be daunting.

Posted by Scott | June 08, 2020 | Hired Attorney | Estate Planning

Great Lawyer!

Nancy Rose Law has helped many of my investment advisory clients and my own family in navigating the complex issues associated with estate planning. Ms. Rose is thoughtful, empathetic, and detail oriented. You couldn't ask for a better estate attorney!

Nancy Rose

Replied last June 08, 2020

Scott, thank you for your kind words. I appreciate that we share a client-centered focus and that you have confidence in me and my practice.

See All Client Reviews

Nancy Jo Rose's Lawyer Endorsements

Endorse Nancy
Paul Hilton headshot
Paul Hilton

Estate planning lawyer | May 12

Relationship: Fellow lawyer in community

"I enthusiastically endorse this lawyer. Nancy's knowledge of the law and how to use it for her clients is second to none. I've witnessed Nancy work through the hardest possible client issues and I'm in awe of her creativity and persistence to achieve the client's best results."

Megan Jo Garner headshot
Megan Garner

Estate planning lawyer | Apr 12

Relationship: Fellow lawyer in community

"I highly recommend Nancy to anyone looking for a friendly, caring, and knowledgeable lawyer."

Bruce David Ketron headshot
Bruce Ketron

Trusts lawyer | Dec 15

Relationship: Worked together on matter

"I endorse this lawyer. Nancy has exceptional listening skills and ability to perceive which are rare among attorneys. She has outstanding legal experience and academic accomplishments. I recommend her highly."

Naomi Ruth Dreskin-Anderson headshot
Naomi Dreskin-Anderson

Estate planning lawyer | Nov 29

Relationship: Fellow lawyer in community

"Nancy is a highly qualified estate planning attorney. She is conscientious and caring. I am pleased to endorse her."

View All Endorsements
Paul Hilton headshot
Paul Hilton

Estate planning lawyer

Erin Marie Funderburk headshot
Erin Funderburk

Estate planning lawyer

Michele Ann Freedenthal headshot
Michele Freedenthal

Estate planning lawyer

Chris Rippy headshot
Chris Rippy

Litigation lawyer

Megan Jo Garner headshot
Megan Garner

Probate lawyer

Jonathan Rivin headshot
Jonathan Rivin

Real estate lawyer

Bruce A. Miroglio headshot
Bruce Miroglio

Litigation lawyer

Lori Akiko Hunt headshot
Lori Hunt

Estate planning lawyer

Bruce David Ketron headshot
Bruce Ketron

Estate planning lawyer

Anthony George Celaya headshot
Anthony Celaya

Estate planning lawyer

Experience

Rating:  8.6 (Excellent)

Honors

2014

USA Best Book Awards - Finalist, USAbooknews.com

2014

Silver Medal Parenting and Family Category, Global eBook Awards

2014

Finalist Parenting and Family Category, National Indie Excellence Awards

Work Experience

2015 - Present

Attorney, Nancy Rose Law

2011 - Present

Author/Speaker/Parent Educator, Nancy Rose, Parent Educator

1984 - 1986

Director of Taxes and Accounting, Norton Simon Museum and Family Foundations

1980 - 1984

Tax Manager, Arthur Young & Company, Cpa's

Associations

2016 - Present

Napa County Bar Association

Attorney Member

2016 - Present

Napa County Women Lawyers

Attorney Member

Sample of Legal Cases

In the Matter of the Jenol McLinn and Rita C. Emelia-McLinn Revocable Intervivos Trust

pending

See More Legal Cases

Education

1980

University of California at Berkeley, Boalt Hall School of Law

JD - Juris Doctor

1977

University of Illinois

A.B Finance

Speaking Engagements

2017

Napa Womens Club

The Procrastinator's Guide to Estate Planning

Publications

1980

Ecology Law Quarterly Editor

Languages

English

Activity

Avvo Rating

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  • Experience & background Years licensed, work experience, education
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