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 11 - 15 of 24 reviews | Practice Area Knowledge

Posted by Cynthia | June 08, 2020 | Trusts

Trust Assistance

Nancy was wonderful to work with. She explained the process in the right amount of detail. She was easy to understand and respectful. She kept my attention which is saying a lot for me. I would recommend Nancy to anyone who is putting together a trust.

Nancy Rose

Replied last June 08, 2020

Cynthia, thank you for the great review! I have to chuckle at your comment about keeping your attention. I sometimes joke that estate planning documents are good to read when you have insomnia.

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

Great Estate Attorney

We found Nancy Rose on line. She is easy to work with and very personable. Planning wills and trusts can be a very depressing affair to have to do, and Nancy was very knowledgeable, and efficient. We enjoyed working with her very much.

Nancy Rose

Replied last June 08, 2020

Thank you for taking the time to post this review!

Posted by Donna | June 08, 2020 | Hired Attorney | Probate

The Best Choice

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 Rose

Replied last June 08, 2020

Donna, I really appreciate your review. Thank you.

Posted by Victor | June 08, 2020 | Hired Attorney | Trusts

New TRUST

Nancy Rose helped my family establish a Trust for my grandmother. Nancy did an amazing job during this process. Everything was explained perfectly so it was easy for us to follow along every step of the way. Nancy is extremely personable which was key for me when considering the somber reality of sta...rting a trust. Thank you very much Nancy Rose!

Nancy Rose

Replied last June 08, 2020

Thank YOU, Victor! Such kind words. I hope your grandmother is doing well. I loved helping her.

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

Trust in the trust!

I came to Nancy to get my living trust done. I’d been putting it off because frankly who wants to think about that! Nancy made it easy and comfortable. I know have that off my “to do list” and peace of mind. I had a provision included that was a difficult personal decision and Nancy walked me through... it with compassion and care. I can have peace of mind knowing everyone and everything is taken care of.

Nancy Rose

Replied last June 08, 2020

Danis, thank you for taking the time to post this lovely review. It's been a pleasure to have you as a client at Nancy Rose Law.

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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  • 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.
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