Working in law firms for over 40 years has given Anne firsthand experience in estate planning and post-death estate administration. Her passion is for people to experience peace of mind by receiving affordable estate planning, trust administration and excellent customer service.
- Graduated from Santa Barbara Business College in 1975; Legal Assisting Major
- Worked in the legal services field since 1975
- Worked for attorneys who specialize in tax, estate planning and probate since 1986
- Qualified as a Paralegal under CA Business and Professions Code Section 6450(c) in 2003
- Served as an Ambassador for the Rocklin Chamber of Commerce
- Commissioned and active as a Notary Public since 1980
- Relies on 2 California licensed attorneys to provide legal advice directly to clients as needed
- She and her husband, Neil, a Financial Advisor, have resided in Placer and Sacramento Counties for 30 years