Jodi Phillips

Attorney Category: Asset Protection, Estate Planning, Power of Attorney, Lawsuits and Disputes, and Trust AdministrationAttorney Tags: Trust Admin, Probate, and Estate Planning

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  • Senior Associate

  • About Firm:

    A boutique probate and trust administration, litigation and estate planning law firm serving the entire Bay Area. We create personalized estate plans to meet each client's individual needs. We provide our clients peace of mind, ensure financial changeovers are handled efficiently and quickly, ease a family's transition upon the death or incapacity of a loved one, minimize estate tax burdens that erode family wealth and provide guidance for end of life medical decisions.

    We assist clients and guide them through the court process of probating a loved one's estate. We represent clients who need assistance and guidance for complying with fiduciary duties during the administration of a loved one's estate.

    We represent a wide range of clients, from elderly couples to young families with children, with estates of varying sizes and values. We take a personalized approach to each case and look at the big picture to make sure our services are tailored to meet our client's needs.

  • Law Firm: Peter Shelton Law
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