Susan's mission is to provide peace of mind through professional, affordable estate planning services to individuals and families by protecting their assets and privacy. Susan is an approachable attorney and founder/creator of the Estate Planning Home Party. Her comfortable style and fun presentation makes talking about people’s legacy light yet informative. Susan's goal is to prepare her clients for the future to fully and seamlessly provide for their family when they become incapable of doing so.
Susan was raised in Ojai and has lived in Ventura County for over 30 years. Susan graduated from the local Ventura and Santa Barbara Colleges of Law and serves on the Board of the Better Business Bureau. Susan enjoys working directly with her clients and the satisfaction of providing them with a sense of security about their future and that of their families. Susan offers flexible appointment hours and is also proud to “go the extra mile” by traveling to her clients at their home or office. She is your "In House" counsel and finds this concierge practice can be a great convenience to her clients.
Designed with your financial goals, to seamlessly provide for your family when you are unable to do so in the future.
POWERS OF ATTORNEY
Your agent can make financial decisions should you become incapacitated.
HEALTH CARE DIRECTIVES
Sometimes referred to as a "Living Will", you appoint an agent to carry out your medical decisions.
Can avoid probate and provide for the protection and management as well as distribution of your assets.
You decide who will care for your minor children or other dependents.
You decide who will receive your assets and how they are distributed.
For more information, or to schedule your own
Estate Planning Home Party,
please fill out our contact form:
Your information will remain confidential.
We do not sell or disclose emails or other personal information.