Nancy Rose Law Practice Areas

ESTATE PLANNING

Living Trusts - Wills - Powers of Attorney for Finances - Advance Healthcare Directives - Guardianship Nominations for Minor Children - Beneficiary Designations - Asset Protection - Beneficiary Protection - Blended Families

 

Your estate plan should always be customized by someone who understands your unique needs, desires, and challenges, and knows how to protect you and your loved ones. Everyone needs an estate plan, regardless of net worth, because estate planning includes much more than saving estate taxes:

  • Choosing someone to handle your finances if you are unable to do so while you are alive

  • Choosing someone to make your medical decisions for you if you are unable to do so 

  • Making your wishes known for end-of-life medical decisions

  • Naming a guardian for your minor children

  • Protecting family members with special needs

  • Avoiding conservatorship

  • Avoiding probate through Revocable Living Trusts and other methods

  • Minimizing estate and inheritance taxes for your heirs

  • Minimizing income taxes

TRUST ADMINISTRATION

We patiently and efficiently assist Successor Trustees in administering Revocable Living Trusts after the death of the grantor. Although living trusts avoid probate and the associated fees, there is administrative work that must get done after a death. 

 

With Nancy Rose Law, successor trustees can feel confident that they will receive the help they need with compassion and cost-consciousness.

PROBATE

When a decedent passes away with a will but no trust, or with no estate planning documents, probate is the court-supervised legal process of gathering the decedent's assets, paying the decedent's liabilities, and ultimately distributing what's left to the heirs.

Probate is complex, lengthy, and extremely detail-oriented. With Nancy Rose Law at the helm, clients can make the important decisions without feeling anxious and overwhelmed.

Legal Protection with Personal Connection

"It's simple...when clients feel at ease, I understand their needs better and serve them best.  Dealing with the death of loved ones, or tackling your own estate planning can be emotional and anxiety-producing.  Consulting an attorney should not add to your stress! My clients will tell you that I'm patient and easy to talk to, and they often tell me how relieved they feel when they leave my office.  Call me for your free consultation...it would be an honor to help you navigate through your legal issues."

                                                                                                 Nancy Rose                                       

About Nancy Rose, Esq.

 
 

Nancy Rose brings premier training and authentic personal connection to her law practice. She graduated from Boalt Hall School of Law, University of California, Berkeley in 1980, where she was the Executive Editor of the Ecology Law Quarterly (one of the pioneer journals in environmental law). Her undergraduate degree from the University of Illinois at Champaign-Urbana is in Finance, with highest distinction, and she is also a California Certified Public Accountant (inactive), offering a holistic, comprehensive understanding of law, finance, taxes and accounting to her clients.

From the first phone call to her office, Nancy's down-to-earth style and warm manner are evident. She is friendly, accessible, and responsive, and clients feel seen, understood, and appreciated.

Perhaps Nancy's most unique offering to her clients is her expertise in family dynamics. She is an award-winning author, an acclaimed speaker and parent educator/coach. Her book, Raise the Child You've Got—Not the One You Want, helps parents understand and accept their children for who they are, creating unshakeable bonds and facilitating healing even in the most difficult situations. For more about Nancy's parent/child work, go to www.nancyjrose.com.

Stellar Five-Star Client Service*

 

Not enough stars to describe my overwhelming gratitude. After my mother died, all the legal formalities stressed me out and I was overwhelmed. Nancy Rose definitely helped put me at ease. Sincerity is of highest importance to me and Nancy has proven her sincerity and her professional savvy. With all said, in my personal opinion, her finest quality is her ease of availability. I feel like I can contact her at any time and I reach her directly.

Dion M.

Napa, California

I am so glad I stopped procrastinating and had Nancy Rose do my estate plan. From start to finish, she was responsive, thorough, and compassionate. Honestly, she is the best explainer of a complicated issue, and walked me through every step of the way, making it a painless process for me. She quoted me a flat fee, which made me know I could ask as many questions as I wanted. I recommend her without any doubts.

Karen R.

San Francisco, California

Nancy Rose Law has helped many of my investment advisory clients and my own family in navigating the complex issues associated with estate planning. Ms. Rose is thoughtful, empathetic, and detail oriented. You couldn't ask for a better estate attorney!

Scott S.

Redwood City, California

It is such a relief to have such a perfect mix of expertise and compassion from Nancy as she helps us navigate the delicate business of estate planning.

Jen L.

Napa, California

Nancy made is so easy for me. We reconnected before the death of my husband. She was then by my side, after he passed, supporting me thru legal & financial decisions, as a friend, lawyer and accountant. She supported me in moving forward immediately with my own will & a family trust. Nancy made it so easy for me. Her knowledge of the process and ability to relate on my level was what I needed at that time. Since then she has kept me up to date in changes in the law that relate to me. I highly recommend Nancy Rose for your legal needs!

Jill B.

Napa, California

Nancy was wonderful to work with. She explained the process in the right amount of detail. She was easy to understand and respectful. She kept my attention which is saying a lot for me. I would recommend Nancy to anyone who is putting together a trust.

Cynthia K.

Napa, California

She understands the challenges her clients face with legal problems/decisions. She also explained the process in details very easy to understand. I would recommend Nancy to anyone who is in need for a good attorney or just some legal advice.

Nino K.

Napa, California

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*These testimonials do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.

 

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