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 16 - 20 of 24 reviews | Estate Planning

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

Good Listener and Wise Counsel

We hired Ms. Rose to do our Living Trust. She asked all the right questions without being pushy. She got everything done in a timely manner and was very thorough.

Nancy Rose

Replied last June 08, 2020

Thank you, Tara. "Good listener and Wise Counsel" is such a compliment! I hope all is well with you and your family.

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

Setting Up A Trust

Both my husband and I were very pleased with the service Nancy Rose gave us in setting up our Trust. In our first consultation she listened to what we wanted and asked clarifying questions. We felt that she clearly understood what we needed. Nancy is very personable, easy to talk to and a great li...stener. When we met for the second time to review the trust documents she was very thorough. Again, she put us at ease and helped us understand all the legal jargon so that we were completely comfortable signing the document. Nancy is a great combination of both professional and approachable, intelligent but not arrogant. I would not hesitate to recommend her to any of the family or friends.

Nancy Rose

Replied last June 08, 2020

Thank you so much for this review. It is gratifying to hear that you felt comfortable talking to me. Estate planning is so personal, and really listening is so important. I appreciate your vote of confidence.

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

Exceptional to work with and made a difficult task easy!

I first want to say that my husband and I put off doing this for so many years. We hired Ms Rose because she made the process so straightforward, undaunting, and non intimidating. Her ability to speak” laymen's “ language and evaluate our opportunities were seamless. She led us along a path to ...look at our long term plan that made sense to us and allowed us options that she explained every outcome for. Thank you Ms Rose, for without you I can honostly say we would still be will less!

Nancy Rose

Replied last June 08, 2020

Thanks for this review! I appreciate that you felt the process went well!

Posted by Cheryl | June 08, 2020 | Estate Planning

Trust Distribution Options

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!

Nancy Rose

Replied last June 08, 2020

Thank you, Cheryl!

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

Estate Planing Poertfolio

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.

Nancy Rose

Replied last June 08, 2020

Thank you, Sabrina! I appreciate your openness, sincerity and genuineness as well!

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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