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Thank you for visiting my profile. I am a Certified Specialist in Estate Planning, Trust Administration and Probate law from the State Bar of California. Less than 1% of all attorneys in California earn this specialist designation. The greatest blessing in my career is helping people plan for their families and businesses.
I am a graduate of the University of California at Irvine and McGeorge School of Law (Concentration in Taxation). I was a tax senior in the legal department of Deloitte and Touche, LLP, before relocating back to Sacramento over 20 years ago. At Deloitte and Touche, I earned the Client Service Matrix Award for national acceptance of a creative tax strategy to be used nationwide for individual and corporate clients.
After returning to Sacramento, I worked as an attorney at McDonough, Holland and Allen, the second largest law firm in Sacramento at the time, before opening my own law office. I absolutely love having my own practice, which has grown over the years from referrals from satisfied clients.
In addition to my own practice, I was an adjunct professor at McGeorge School of Law for four years. I am also an adjunct professor at MTI College in Sacramento, where I have taught Probate law and Administrative law.
I am involved in the community as an active volunteer for the Sacramento Voluntary Services Program, Ronald McDonald House Charities of Northern California. I am a former board member of: the Boys Team Charity of Granite Bay, Miracles Through Music and the Riverlake Community Association. I am a Board Member for the Sierra College Foundation and the Chair of their Planned Giving Committee. I am on the advisory board for the Sacramento Bee SacMomsClub, and I am the past president of the Granite Bay Moms Club and a past member of the Sacramento Estate Planning Council.
I am currently a member of the California Bar Association, and a former board member of the Probate and Estate Planning section of the Placer County Bar Assocation.
I look forward to having the opportunity to speak with you. Thank you for your consideration.
7
Practice Areas
27 years
27 years
27 years
Free Consultation
$0 first 30 minutes
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Chat withState: California
Acquired: 1999
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919 Reserve Dr Ste 103, Roseville, CA, 95678-1346
Showing 1 - 5 of 11 client reviews from Avvo
Posted by David | October 31, 2022 | Hired Attorney
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 ...
Posted by James | October 25, 2022 | Hired Attorney
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
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...
Posted by Yeganeh | October 23, 2022 | Hired Attorney
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...
Posted by Becky | October 22, 2022 | Hired Attorney
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...
"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."
"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."
"As a fellow member of Wealth Counsel, I know Caitlin strives to bring her clients a best-in-class estate planning experience."
"Caitlin is my go-to attorney for advance estate planning matters. She is very knowledgeable and works well with all types of clients."
Estate planning lawyer
Estate planning lawyer
Estate planning lawyer
Estate planning lawyer
Estate planning lawyer
Estate planning lawyer
2010
Excellence in Teaching Award, MTI College
1999
Client Service Matrix Award, Deloitte & Touche LLP
2001 - Present
Attorney, Law Office of Caitlin E. Ross
1999 - 2001
Associate Attorney, McDonough Holland & Allen, PC
1998 - 1999
Attorney, Tax Senior, Deloitte & Touche
2015 - Present
Placer County Bar AssociationPlanning 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
Savings of $30,000; period granted
1998
law
1994
undergraduate
2018
2017
1999
Estate Planning & Insurance Planning Considerations
2010
English
Legal Answers
Legal Guides
Grandpa died Grandpa died several years back they said it was a will and Trust Grandma passed away and they said there was no wi
05 Oct 2018
How can I get my boyfriends debit card to pay for rent while he’s in jail?
12 Oct 2018
As an only child am I entitled beneficiary of my Mom’s group life insurance?
09 Oct 2018