Heather Roderick Chubb

Heather R. Chubb is a Life TransitionsLawyer based in the Sacramento, California, area dedicated to helping individuals and familiesmake the best possible legal decisions for themselves and those they love.  She founded The Chubb Law Firm in 1999because she saw the need for a different approach to estate planning andadministration, an approach that is straight forward, easy and above allunderstandable.  Heather believes thatthere is nothing worse than a plan that takes a team of lawyers todecipher.  She uses her passion toeducate her clients and make navigating the legal world easy, understandableand comfortable.  She believes that thepractice of law is not about papers. It’s about people and relationships.

As thename implies, life transitions planning isn’t a one-time event, but a series ofsteps that change and vary depending upon your goals and stage of life.  Ensuring your plan is up-to-date is essentialto its proper functioning and to helping your family and loved ones avoiddelays, and unnecessary costs.

Whileeach of her clients has different needs and objectives; they all have thecommon goal of protecting those they love, keeping control for as long aspossible, making the most of assets they worked hard to acquire, making thingsas easy as possible for their loved ones, and having a trusted advisor they cancall with their life transition questions.

Whetherdeveloping a foundational estate plan, special needs plan, long-term care plan(including Medi-Cal and VA benefits), or advanced plan, or administering a planupon death or incapacity, the focus of each plan is the individual client andtheir needs and goals. Because she truly listens to her clients’ concerns, sheis able to transform clients’ visions into plans that meet their desires andexceed their expectations.

Heatheris a member of the State Bar of California Trusts and Estates section,WealthCounsel, LLC, a national organization of trusts and estates attorneys andother legal, tax and business professionals who design sophisticated planningtechniques for individuals and families, the National Academy of Elder LawAttorneys (NAELA), a national association of attorneys dedicated to improvingthe quality of legal services provided to seniors and people with special needs,and ElderCare Matters Alliance an association of nation-wide elder care expertsdesigned to provide families across America with access to experts in all areasof elder care.

Heather is a frequentspeaker on topics that range from Basic Estate Planning to more complexsubjects such as Planning for Unmarried Couples, Charitable Giving, RetirementPlanning Coordination, Small Business Succession Planning, and Medi-CalPlanning.  She is also available forspeaking engagements.