Caitlin Elizabeth Ross

Caitlin Elizabeth Ross

5.0
Rating: 7.7

Licensed for 26 years

Estate planning Lawyer at Roseville, CA
Practice Areas: Estate Planning, Tax, Business ... +4 more

919 Reserve Dr Ste 103, Roseville, CA

About Caitlin

Biography

Practice Areas

7

Practice Areas

Business 10%

27 years

10%
Tax 10%

27 years

10%
Trusts 10%

27 years

10%

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 26 years

State: California

Acquired: 1999

Active

No misconduct found

Location

Law Offices of Caitlin Elizabeth Ross

919 Reserve Dr Ste 103, Roseville, CA, 95678-1346

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Caitlin Elizabeth Ross's Reviews

Avvo Review Score

5.0 /5.0

11 Client Reviews

5 star (11)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by David | October 31, 2022 | Hired Attorney

This review is from a person who hired this attorney.

Excellent

Caitlin was very helpful assisting my wife and I in creating a trust. We were given a checklist of items to bring to the meeting and Caitlin did the rest. We then went over a simple draft which had minor corrections and the trust was created the same day. So glad I can sleep soundly at night knowing ...my wishes will be met when I pass. Highly recommended.

Posted by James | October 25, 2022 | Hired Attorney

This review is from a person who hired this attorney.

Attorney Caitlin Ross "Grate Choice”

We need help developing a family trust and working with Attorney Caitlin Ross was a pleasure, she asks all the right questions and our family trust turned out better than the wife and I hope. She was always there to answer questions and to give advice. “Grate Choice”

Posted by Karen | October 24, 2022 | Hired Attorney

This review is from a person who hired this attorney.

The Best!

Caitlin went out of her way to prepare our Trust in the manner we were hoping for. Most attorneys throw your information into a standard, cookie cutter format and leave it at that, but she took the time to prepare the documents perfectly. I’ve worked with attorneys for 25 years, and I think she’s o...ne of the most dedicated, hard-working, amiable attorneys I’ve ever met! Her services are affordable and well worth it for the trust she’s earned with us. The finished product exceeded our expectations! So grateful to have found her!

Posted by Yeganeh | October 23, 2022 | Hired Attorney

This review is from a person who hired this attorney.

Fantastic Lawyer

A+++ Attorney Caitlin Ross is truly an outstanding lawyer in preparing legal documents such as Tursts, wills, Advance Health Plan, Power Of Attorney , certificates of authenticity, and many more . I had 9 documents prepared by her this September ( 9/2022). She did them so expertly, carefully, time...ly, and professionally. Throughout the preparations she was available to explain all of my many questions, legal terms, and offer the best advice on any item that I was not sure about. Additionally, she is friendly, patient and impressively well organized in providing the categorized originals of all documents and their copies in an fire -safe folder with pockets and in digital form in a flash drive. In short, Attorney Kaitlin provided me reliable, professional excellent, efficient, timely , and friendly legal services in preparing my 9 documents, and at a very reasonable cost. I do strongly recommend her law office to you. Y.H. Farzin Professor Emeritus, UC Davis

Posted by Becky | October 22, 2022 | Hired Attorney

This review is from a person who hired this attorney.

Estate/Will

My husband and I had the pleasure of working with Caitlin in drafting our estate/will for our family. Caitlin actually came highly recommended to us by my co-workers. After the process concluded it was evident as to why so many recommended her services as an attorney. Never once did we feel as if w...e were being rushed through the process and as a matter a fact she took the time to get to know us in depth to be able to guide us on decision making that would be in our best interest for our family's protection and our future.

See All Client Reviews

Caitlin Elizabeth Ross's Lawyer Endorsements

Endorse Caitlin
Linda Moravec Varga headshot
Linda Varga

Estate planning lawyer | Oct 17

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Richard Dustin Macfarlane headshot
Richard Macfarlane

Estate planning lawyer | Oct 12

Relationship: Fellow lawyer in community

"I endorse this lawyer. Caitlin is a fantastic lawyer. She is happy. She makes the estate planning process fun and enjoyable. Caitlin has offered me advice pertaining to specific legal issues; her advice and counsel always hit the mark. I am happy to have Caitlin in my circle of colleagues I turn to with questions."

Nina Whitehurst headshot
Nina Whitehurst

Estate planning lawyer | Oct 12

Relationship: Fellow lawyer in community

"You can refer estate planning clients to Caitlin with confidence. She is a member of a national organization of estate planning attorneys and in addition her credentials and experience are extensive."

Shawn Tilmon McCammon headshot
Shawn McCammon

Estate planning lawyer | Oct 11

Relationship: Fellow lawyer in community

"As a fellow member of Wealth Counsel, I know Caitlin strives to bring her clients a best-in-class estate planning experience."

Jennifer Suzanne Rouse headshot
Jennifer Rouse

Tax lawyer | Feb 01

Relationship: Worked together on matter

"Caitlin is my go-to attorney for advance estate planning matters. She is very knowledgeable and works well with all types of clients."

View All Endorsements
Linda Moravec Varga headshot
Linda Varga

Estate planning lawyer

Gary Robert Kershner headshot
Gary Kershner

Estate planning lawyer

Nina Whitehurst headshot
Nina Whitehurst

Estate planning lawyer

Richard Dustin Macfarlane headshot
Richard Macfarlane

Estate planning lawyer

Shawn Tilmon McCammon headshot
Shawn McCammon

Estate planning lawyer

Mohamed A. Eldessouky headshot
Mohamed Eldessouky

Estate planning lawyer

Experience

Rating:  7.7 (Very Good)

Honors

2010

Excellence in Teaching Award, MTI College

1999

Client Service Matrix Award, Deloitte & Touche LLP

Work Experience

2001 - Present

Attorney, Law Office of Caitlin E. Ross

1999 - 2001

Associate Attorney, McDonough Holland & Allen, PC

1998 - 1999

Attorney, Tax Senior, Deloitte & Touche

Associations

2015 - Present

Placer County Bar Association

Planning Committee, Probate and Estate Planning Section

2010 - Present

South Placer County Estate Planning Council

1999 - Present

State Bar of California, Trusts and Estates Section

1999 - Present

State Bar of California

1999 - Present

Sacramento Estate Planning Council

1999 - Present

Sacramento County Bar Association, Probate and Estate Planning Section

Sample of Legal Cases

In re: Doe Family Trust Days 2/1/1994

Savings of $30,000; period granted

See More Legal Cases

Education

1998

McGeorge SOL Univ of the Pacific

law

1994

Univ of California Irvine

undergraduate

Speaking Engagements

2018

Estate planning for families Estate planning

2017

1999

Planning for Financial Advisors

Estate Planning & Insurance Planning Considerations

Publications

2010

Financial Quarterly Estate planning when the future of the estate tax is uncertain

Languages

English

Activity

Avvo Rating

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