Nancy Jo Rose

I contacted Nancy for advice on my Aunt's estate. She had recently passed away and, since we are located out of state, needed guidance as to the probate process in California. I was impressed with Nancy's knowledge, professionalism and the expediency in which she replied to all communications. I h...ighly recommend Nancy.

Nancy was a pleasure to work with. She updated my living trust with prudence, quickly and thoroughly, and helped me answer many hard questions about estate laws under an extremely stressful time in my life. Her attention to detail left me feeling confident in the decisions I was making, and I can no...w rest assured I have ended up with a trust that represents my wishes. I highly recommend Nancy, I feel so lucky to have found her.

We met with Nancy to ask about distributing a family trust. She gave clear answers and offered additional options to consider. Nancy also gave me recommendations to people to assist in other needs I have with our trust. She was personable and patient, I never felt rushed even tho this was only a free... consultation. I would recommend her to anyone needing an attorney for trust or estate planning!

I selected Nancy Rose as my attorney, based on a personal recommendation, for a long overdue revision of my Estate Plan. My experience with Nancy was extremely positive. She is very knowledgeable and took the time to patiently address my questions and concerns. She provided solid advice and I am ver...y satisfied with my completed "Estate Planning Portfolio", highlighted documents: Pour Over Will, Power of Attorney, Health Care Directive and Memorial Plans. Nancy has an attention to detail, is sincere, genuine and is a pleasure to work with. My mind is now at ease knowing this is completed and my family has a clear understanding of my wishes.