Caitlin has years of experience in estate planning, tax planning and trust and estate administration. Caitlin is pleased to have been working with her clients for twenty years. The law office of Caitlin E Ross is a California law firm with a focus on estate planning, business planning, tax planning and estate administration.
Reviews (10)
S. Rolfe
Jan 19, 2021
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We had a great experience working with Caitlin to create and establish our family trust. The process she led us through allowed us to assess our options to structure the trust around our family priorities. With her guidance, it allowed us to discuss the trade offs with Caitlin and make an informed decision from a legal and best practice perspective on how to structure the legal framework of the trust, especially when dealing with both residential and commercial properties with LLC status. The final Family Trust was registered, and a presentation copy sent to our home, very thorough & professional
Dusty Rhodes
Dec 24, 2020
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Jacky Shen
Nov 29, 2020
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Ann King
Oct 17, 2020
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Steve Acton
Jul 04, 2020
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My experience with Caitlin was incredibly amazing. I contacted her via email to set up a living trust/will and she responded immediately. Caitlin's knowledge and expertise in estate planning gave me confidence that she was the right person for planning my estate. I gave her my financials and she prepared my revocable living trust, summary/certification of trust, a will along with an advanced health care directive. The turn around time was less than a week.
I would strongly recommend Caitlin to prepare a living trust/will for my children, friends and neighbors.
Steve H. Acton
I would strongly recommend Caitlin to prepare a living trust/will for my children, friends and neighbors.
Steve H. Acton
Ken Holway
May 26, 2020
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Using Caitlin for Estate Planning is a no brainer. She was recommended by a friend and I have since recommended her to four family members. She far exceeded expectations. My situation was complex. Caitlin’s knowledge made everything simple. My wife and I were thrilled with how easy she made it for us. I can’t express enough how wonderful it is to work with someone with such a vast wealth of knowledge.
Julie R.
Aug 27, 2018
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Caitlin gave me great advice when I found myself suddenly in charge of my Dad's affairs. I am now responsible for dealing with his will and estate (which was created by a lawyer in another state) and needed things explained to me as well as advice on how to handle aspects of my situation - she was amazing. It was a difficult time for our family and she was so professional and knowledgeable about estates and wills. I would highly recommend her - she is trustworthy and good at what she does, which is what you need most when dealing with family and money. :)
Dustin Macfarlane
Jul 23, 2018
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Alexander M.
Nov 16, 2016
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This is the second time that we have had a trust prepared for us. We are very fortunate and thankful to have been recommend to Caitlin Ross by our financial planner
The experience and outcome with Caitlin Ross was just fantastic. We went there with a shared concept of what we wish to occur when one and then both of us die. Caitlin helped us navigate how to do that in a manner that will be be easy for us when one of us passes away and then easy for our (two sets of) children when we both pass. The outcome was perfect (and we hope not near term ;-)
Equally importantly, for us, Caitlin took
The experience and outcome with Caitlin Ross was just fantastic. We went there with a shared concept of what we wish to occur when one and then both of us die. Caitlin helped us navigate how to do that in a manner that will be be easy for us when one of us passes away and then easy for our (two sets of) children when we both pass. The outcome was perfect (and we hope not near term ;-)
Equally importantly, for us, Caitlin took
Caitlin E. Ross Attorney At Law
Sep 01, 2015
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