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Let our estate planning attorneys provide you peace of mind

Accepting clients in Sonoma County & Marin County since 2004

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Why Our Estate Planning Law Firm?

The best investment you can make is in your family’s future.

I have helped hundreds of parents, individuals, and families put together estate plans that fit their unique situation and give them peace of mind.

– Bridget Mackay

 

Our Estate Planning Practice Areas

OUR SERVICES

Estate planning is important, no matter what the size of your estate or location. We proudly serve Petaluma, as well as the surrounding areas of Novato, San Rafael, and Santa Rosa. Estate planning is one of the most loving acts you can do for your family and loved ones.

If a trust (also known as a “living trust”) was not established, and there is only a will, the family of the deceased must go through probate. If there simply is no will, no matter the amount of the assets, the family must also go through probate.

There are many myths out there about getting Medi-Cal and how to do it. However, if you follow any of the misinformation, you can risk not getting your loved one qualified or losing your home.

We can expertly guide you through the process of applying, qualifying and protecting your assets after you are on Medi-Cal.

Navigating through the process of aging doesn’t have to be hard, and we can help you with the necessary legal procedures and the steps you need to take in order to help you or your elderly loved one the best way possible.

You may believe that estate planning is just for the wealthy or that you don’t need to bother with it until you’re older. The reality is estate planning is important even for people without many assets, and especially for those with young children to ensure the right people will care for them if you can’t.

WHAT SETS US APART?

Our firm is dedicated to creating the highest quality estate planning documents, providing an environment where you feel comfortable expressing your goals and concerns, and above all, maintaining a relationship with you and your family.

Once you become a client, rest assured that your estate planning goals will be carried out and your family will be protected.

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Client Testimonials

We just wanted to thank you for all of your help and kindness with Granny and her estate.

You have always been there at the drop of a hat, guiding us in the right direction. We hope that you know you are more than a lawyer to us, we consider you a friend as well.

Daren Babcock in Petaluma, CA

Bridget was able to point out some aspects of the law that were of particular benefit to us in establishing a special needs trust.

I highly recommend Bridget Mackay as an attorney that can help you establish or revise your family trust, because she is a knowledgeable and caring attorney – a hard combination to find!

Jeff Weiss in Petaluma, CA

Bridget not only provides excellent service, she adds warmth. Bridget truly cares about her clients and it shines through her.

I can’t speak highly enough of Bridget. She is one of a kind. Thank you, Bridget, for providing me with exceptional service, but more importantly, that you care for me.

Shayla in Sonoma County, CA

I was successor trustee of my uncle’s estate. It was complicated, with over 8 different family beneficiaries.

Bridget helped me get the estate organized and distributed within four months! She was really easy to work with and handled some difficult people on my behalf.

Denise Lynch in Sebastopol, CA

Recent Blog Posts

Dangers of Do-It-Yourself
Wills & Trusts

Avoid making a costly legal mistake and discover what can put your will in jeopardy.

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Is This You?

I’d like to get my affairs in order, so that my family won’t have to deal with a mess if something should happen to me.

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Medi-Cal
White Paper

10 Things To Know Before Placing A Loved One In A Nursing Home

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