Our Approach

Lorilee

Many people put-off doing estate planning because they find it uncomfortable to think about death.

Lorilee DeSantis has observed that clients’ anxiety begins to fade as she works closely with them during the estate planning process, sharing her cheerful smile and thoughtful advice. Lorilee empowers her clients to make well-informed decisions by educating them about their legal options. Once their estate plan is complete, clients invariably feel reassured and confident that their loved ones and their assets are protected to the best of their abilities.

Lorilee will listen very carefully to your concerns so that she knows what is most important to you. She will explain legal concepts in layperson’s terms so that you fully understand your legal options in light of your family dynamics, assets and tax concerns. Only then will she craft a customized estate plan to meet your needs.

We welcome you to reach out to us by email or telephone! Call us at 707.542.2889 or click here to email us.