LAW OFFICE OF JAIME A. RODER
LET'S DO SOME PLANNING...
ABOUT THE FIRM
Jaime A. Roder, Esq. provides legal advice and planning to ensure your family's future financial security. She provides her clients with comprehensive, appropriate, and cost-effective estate planning legal services. She carefully drafts each client's legal documents to fit his or her unique circumstances and estate planning objectives. Jaime is recognized for her integrity, attention to detail, discretion, and outstanding client service.
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Jaime is a graduate of the University of Colorado, Boulder (BA, Political Science '98) and the University of California Hastings College of the Law (JD '04). Her professional memberships include: the California Bar Association, the Contra Costa County Bar Association & the Trust and Estates Section, the National Association of Realtors, and the California Association of Realtors.
SERVICES
ESTATE PLAN WITH TRUST
INDIVIDUAL
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Living Trust
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Will
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Advance Medical Directive
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Power of Attorney
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Certificate of Trust
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Deed
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Assignment
COUPLE
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Living Trust
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2 Wills
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2 Advance Medical Directives
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2 Powers of Attorney
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Certificate of Trust
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Deed
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Assignment
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Community Property Agreement
ESTATE PLAN WITH WILL
INDIVIDUAL
-
Will
-
Advance Medical Directive
-
Power of Attorney
COUPLE
-
2 Wills
-
2 Advance Medical Directives
-
2 Powers of Attorney
-
Community Property Agreement
TRUST ADMINISTRATION
Provide counsel to Trustees administering a trust. This may include fulfilling legal notice obligations, transferring real property and financial accounts, coordinating the inventory and appraisal of all trust assets, filing Heggstad petitions to avoid probate, coordinating with tax and investment experts, and assisting with the final distribution of trust funds.
PROBATE
Represent the Administrator or Executor of the estate in court proceedings. Prepare and file court petitions, appear on behalf of client, and fulfill legal notice obligations. Oversee the transfer of real property and financial accounts, coordinate the inventory and appraisal of estate assets for the probate referee, coordinate with experts on tax obligations and accounting, and assist with final distribution of the estate.
GET STARTED
