Business Details
Your Trusted Estate Planning & Trust Administration Attorneys in San Rafael
Founded on the principles of compassion and holistic legal care, our firm specializes in estate planning, trust administration, and conflict resolution. With over two decades of experience in trusts and estates law, we combine traditional legal expertise with innovative approaches to family dynamics and end-of-life planning. Our team, led by attorney Kelly Rose Mason, prioritizes long-term client relationships, offering ongoing guidance to adapt estate plans to life's inevitable changes.We integrate mediation techniques to resolve inheritance disputes amicably and provide comprehensive support for executors navigating probate processes. Our practice emphasizes transparency, fixed-fee pricing, and a commitment to preserving both financial and emotional legacies for future generations.
Services
Estate Planning
Trust Administration
Probate Services
Mediation Services
Family Counseling
Highlights and features
- We offer holistic estate planning integrating legal, emotional, and end-of-life considerations
- Our practice includes certified end-of-life coaching and trauma-informed mediation services
- We provide fixed-fee pricing with no-charge three-year plan reviews
- Our team combines litigation experience with conflict resolution expertise
- We facilitate family conversations to prevent future inheritance disputes
Services
Estate Planning
Comprehensive estate planning services including living trusts, pour-over wills, and advance healthcare directives. Our process ensures asset protection while addressing family dynamics through facilitated conversations. We include three-year plan reviews to maintain legal compliance as laws and circumstances change.
Trust Administration
Guidance for trustees navigating post-death estate administration. Services include asset valuation, tax compliance, debt resolution, and beneficiary distributions. We help executors avoid personal liability while minimizing tax implications and family conflicts during the probate process.
Mediation Services
Specialized mediation for inheritance disputes and will contests. Our approach focuses on preserving family relationships through structured dialogue, identifying underlying needs, and creating mutually beneficial solutions that avoid costly litigation processes.
Family Counseling
Facilitated family meetings to discuss end-of-life wishes and estate plans. Using mediation techniques, we help families communicate openly about sensitive topics, ensuring all voices are heard while creating legally sound documentation.
Probate Services
Full-service probate assistance for executors, including court filings, asset inventory, debt settlement, and tax compliance. We streamline the administration process while providing strategies to reduce costs and prevent disputes among beneficiaries.
People
Kelly Rose Mason
Attorney & Founder
Kelly Rose Mason, Esq. is a California-licensed attorney with specialized training in estate planning, trust administration, and mediation. She holds a law degree from Tulane University and a Master's in Women's Spirituality. With experience in litigation and nonprofit leadership, she brings a holistic approach to family-centered legal services.
Questions
What estate planning documents do I really need?
Every comprehensive estate plan includes a living trust, pour-over will, durable power of attorney, and advance healthcare directive. We customize these documents to your specific family needs and financial situation.
How does your firm handle trust administration differently?
We provide hands-on guidance for trustees, including asset inventory, tax compliance, and beneficiary communication. Our process emphasizes transparency and includes strategies to minimize family conflicts during estate settlement.
Can mediation really resolve inheritance disputes?
Yes, our trained mediators facilitate constructive conversations that address underlying family dynamics. This approach often resolves conflicts in 1-2 sessions while preserving relationships, unlike adversarial litigation processes.
What happens if my estate plan isn't updated?
Outdated documents may fail to reflect current assets, family situations, or legal requirements. We include free three-year reviews to ensure your plan remains effective and legally compliant over time.
Do you offer end-of-life planning support?
Yes, as a certified end-of-life coach, we help families create comprehensive plans addressing both legal and emotional aspects of transition, including advance directives and legacy documentation.
