Elder Law involves capacity issues, initiating legal proceedings (such as a conservatorship) if the person has not previously completed estate planning documents, and planning for receipt of public benefits.
“Everything has been so straight forward and easy. My guess is that your clients take that for granted and don't realize what a jewel they've found. Perhaps you don't realize how good you are." ~ Anne B., client
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Estate Administration is the process of settling the affairs of a person after death, whether that involves a probate administration or settlement of a trust.
Estate Planning is the process of determining your wishes in the event of incapacity and/or death and documenting those wishes appropriately, considering your preferences, and any relevant tax issues.
Serving Sonoma County clients since 1989, Tricia A. Shindledecker helps you formulate estate plans that meet your family's needs and navigate the trust administration process after a loved one dies. With offices in Santa Rosa and Oakmont, we specialize in estate planning, probate,
special needs planning, trust administration, elder law, and public benefits.