A Caring Approach to Estate Planning

Welcome to my Website!

Do you have a solid, complete estate plan in place?

If part of your estate plan is a revocable trust, is it fully funded?

Do you have a Durable Power of Attorney for finances and a Health Care Directive naming an agent to act on your behalf to make financial and health care decisions if you are unable to?

Are you at all overwhelmed with the complexity, time and cost of completing an estate plan or of having a current plan reviewed and updated? Have these concerns caused you to postpone addressing your estate planning needs?

You are not alone, and help is available!

To learn about me and the services I offer, please visit the other pages on my site.

Working in law firms for over 40 years has given me firsthand experience in estate planning and post-death administration. My passion is for many people to experience peace of mind by receiving affordable estate planning and trust administration services with great care and professionalism.

Appointments are available in my Roseville office, or in your home if your circumstances require.

You may contact me via phone or email:  (916) 300-3588; [email protected]

I look forward to assisting you with these important matters.

Anne Cotton Allen