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 1 - 4 of 4 reviews | Wills & Living Wills

Posted by Mary | February 08, 2022 | Hired Attorney | Wills & Living Wills

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 | Wills & Living Wills

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 anonymous | June 08, 2020 | Hired Attorney | Wills & Living Wills

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 Naomi | June 08, 2020 | Hired Attorney | Wills & Living Wills

Best Experience setting up our Will & Trust

We are grateful to Nancy Rose for all she has done for us! We had been putting off the task of setting up a Will for what seemed like forever. Nancy Rose Law came highly recommended and we are so glad that we made this connection! Nancy took the time to explain all the legalese to us in a away that m...ade sense with kindness and humor. She is incredibly knowledgeable, approachable and clearly has her clients best interest in mind. We cannot say enough good things about Nancy and would happily recommend her to help you plan your estate etc.

Nancy Rose

Replied last June 08, 2020

Naomi, thank you! I value our connection as well. I appreciate that you found me to be approachable. Seeing a lawyer can be daunting so I'm glad you didn't feel intimidated. Hope all is 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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  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
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