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%

28 years

10%
Tax 10%

28 years

10%
Trusts 10%

28 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

Filter Avvo Reviews (11) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 7 reviews | Practice Area Knowledge

Posted by David | November 01, 2022 | Hired Attorney | Trusts

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 Becky | October 24, 2022 | Hired Attorney | Estate Planning

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.

Posted by Yeganeh | October 23, 2022 | Hired Attorney | Estate Planning

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 Chuck | February 17, 2021 | Hired Attorney | Estate Planning

Outstanding and Kind Trust Attorney

Caitlin has assisted me over the past several years with estate planning including power of attorney, health care directive and a will. More recently she settled my family's estate. This required her to complete many, many tasks for the administration and dissolution of the trust. I am so glad Caitli...n was available as my attorney because I could not be happier with her performance. If you need a trust attorney I have no doubt that Caitlin would be an excellent choice.

Posted by Anna | October 16, 2018 | Hired Attorney | Trusts

Exceptional Trust Attorney

During our first meeting with Caitlin to set up a living trust, she asked us a series of questions which I had assumed were 'getting to know' us in nature. In reality, she was already mapping out our trust. Upon our next meeting, it was pretty much set up. She patiently answered all our quest...ions. The way she set up our trust allowed us to easily address post action items required of us. Caitlin is not only efficient but kind and easy to work with. I highly recommend her and I already have referred friends and family to her.

Caitlin Ross

Replied last October 16, 2018

Thank you, Anna. The biggest compliment I can receive is a referral from a happy client. I always appreciate feedback from my clients. Thank you again.

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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