Why UsPersonal. Professional Estate Planning in your own home or business
We provide client based service…
I limit my practice to CLIENT BASED estate and Asset Preservation Planning including creating and administering charitable giving plans. It has long been my practice to meet with my Clients at their homes or places of business. Again, Client Based Estate Planning.
Our law office is a member of the WealthCounsel, LLC, (www.wealthcounsel.com). WealthCounsel, LLC, is a cooperative alliance of nationally recognized estate planning attorney members from across the country.
CLIENT BASED estate planning involves not just creating documents but helping the client understand estate planning. I’ve been told many times by my clients that now they finally understand how estate planning works. I’m saddened when a client tells me that they went to an Attorney and would never go back because they did not understand what the Attorney told them.
CLIENT BASED also means you deal with Me, not 1/2 hour with me and then five assistants. As a sole practitioner I believe in personal service for my clients and I’ve been doing CLIENT BASED estate planning for 25 years.
I offer you my K.E.R.P. My Knowledge, Experience, Resources and Philosophy to do your estate planning right the first time
EP 6: Online Estate Planning
EP 5: All It Should Be
EP 4: Keeping Your Plan Updated
Pauly Law Offices
2236 Banbury Circle
Roseville, CA 95661