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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
28 years
28 years
28 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
11 Client Reviews
Showing 1 - 2 of 2 reviews | Punctuality
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...
Posted by Heather | February 23, 2017 | Hired Attorney | Estate Planning
Always a pleasure
It is ALWAYS a pleasure to work with Caitlin! She has developed my will and other estate planning documents for a number of years. She always meets deadlines and will thoroughly answer any question that may arise during the estate planning process. Caitlin pays close attention to important details...
"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