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.
Everyone needs an estate plan, regardless of net worth, because estate planning includes much more than saving estate taxes. Protecting you if you become incapacitated is at the top of the list. With Nancy Rose Law PC, successor trustees can feel confident that they will receive the help they need with compassion and cost-consciousness.
Everyone needs an estate plan, regardless of net worth, because estate planning includes much more than saving estate taxes. Protecting you if you become incapacitated is at the top of the list. With Nancy Rose Law PC, successor trustees can feel confident that they will receive the help they need with compassion and cost-consciousness.
Services
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. 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.
From the first phone call to her office, Nancy Rose's down-to-earth style and warm manner are evident. She is friendly, accessible, and responsive, and clients feel seen, understood, and appreciated. Nancy brings premier training to her law practice, offering a holistic, comprehensive understanding of law, finance, taxes and accounting to her clients.
Nothing in this website should be taken to create an attorney-client relationship. The information provided in these pages is not legal advice, and should not be relied on as such. The content on these pages is for informational purposes only, and is meant as a starting point on your search for answers to your legal questions.
Reviews (12)
Paul Christensen
Oct 07, 2021
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Julia Van Der Ryn
Sep 22, 2021
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We had put off doing wills and a trust for too long and Nancy was the perfect match for our hesitancy. Her organized, yet personal approach to our needs was just what we needed to get through this process. She as a pleasure to work with--her humor, empathy, skills and knowledge are all equally important ingredients in her practice. She thinks of everything including a portfolio with pre-labeled dividers to keep us organized going forward. She also uses current technology that make access and processes much more efficient. She is very accessible, accommodating, and highly responsive.
Naomi Dreskin
Sep 21, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
My husband and I selected Nancy for a review of our estate plan when we needed some significant changes due to a difficult family situation. She was compassionate and thorough and the result was exactly what we needed to feel secure in our decisions.
My husband and I selected Nancy for a review of our estate plan when we needed some significant changes due to a difficult family situation. She was compassionate and thorough and the result was exactly what we needed to feel secure in our decisions.
David David
Jul 26, 2021
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Kimberly Chatas
Sep 13, 2020
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Nancy is absolutely amazing. It was such a difficult time taking care of things after our relative passed away. We came from out of state and did not know how to proceed or where to begin. Nancy and her team went above and beyond throughout the entire probate process. Her recommendations, guidance, professionalism, and quick response time helped immensely. We were able to meet with her right away and take care of the majority of items via email and a few phone calls. Working with Nancy and her team allowed us to grieve without adding stress of the legalities to an already difficult time.
Sabrina Martinez
Dec 06, 2019
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I selected Nancy Rose as my attorney, based on a personal recommendation, for a long overdue revision of my Estate Plan. My experience with Nancy was extremely positive. She is very knowledgeable and took the time to patiently address my questions and concerns. She provided solid advice and I am very satisfied with my completed "Estate Planning Portfolio", highlighted documents: Pour Over Will, Power of Attorney, Health Care Directive and Memorial Plans. Nancy has an attention to detail, is sincere, genuine and is a pleasure to work with. My mind is now at ease knowing this is completed and my
Naomi Hartstein Petrick
Jun 27, 2019
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We are grateful to Nancy Rose for all she has done for us! We had been putting off the task of setting up a Will for what seemed like forever. Nancy Rose Law came highly recommended and we are so glad that we made this connection! Nancy took the time to explain all the legalese to us in a away that made sense with kindness and humor. She is incredibly knowledgeable, approachable and clearly has her clients best interest in mind. We cannot say enough good things about Nancy and would happily recommend her to help you plan your estate etc.
Jennifer Byrnes
May 28, 2019
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Nancy Rose is a wonderful attorney. Her knowledge and help in creating a Living Trust for our family was invaluable. She is extremely professional in a very down to earth way. She turns legalese into English so that we all could understand. And many thanks for her patient staff. Gabe definitely kept me on track with gentle reminders and assurances. Many thanks to Nancy Rose Law!
Nancy K.
Nov 07, 2018
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I first want to say that my husband and I put off doing this for so many years.
We hired Ms Rose because she made the process so straightforward, undaunting, and non intimidating.
Her ability to speak" laymen's " language and evaluate our opportunities were seamless.
She led us along a path to look at our long term plan that made sense to us and allowed us options that she explained every outcome for.
Thank you Ms Rose, for without you I can honostly say we would still be will less!
We hired Ms Rose because she made the process so straightforward, undaunting, and non intimidating.
Her ability to speak" laymen's " language and evaluate our opportunities were seamless.
She led us along a path to look at our long term plan that made sense to us and allowed us options that she explained every outcome for.
Thank you Ms Rose, for without you I can honostly say we would still be will less!
Dion Montero
Oct 29, 2018
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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.
Eva K.
Aug 12, 2017
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My husband and I needed a trust. I chose Nancy because I knew her. I knew that she was smart smart smart. She is credentialed and degreed both as a lawyer and as a CPA. (And she is an author.) And I know that she is a person who cares and does a good job. When we became her client, she more than met every one of our expectations. She prepared our trust, medical directives, pour over will perfectly. More importantly, she took the time to really explain everything to us. She told us what we had to do to re-title our assets to the trust. When I had questions while going through the process,
Karen R.
Jun 24, 2017
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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.
