Ms. Elliott, formerly Ms. Medeiros, has 30 years of legal experience in many areas of law. Beginning as a legal secretary, she earned her Certification in Paralegal Studies before attending law school and passing the California bar exam 17 years ago.
Exclusively practicing law in the areas of estate planning, probate, and trust administration since 2005, Ms. Elliott regularly drafts wills, trusts, powers of attorney, deeds, and all transfer documents.
A member of Wealth Counsel, a nationwide lawyers association of 4,000 estate planning professionals, Ms. Elliott provides her clients best-in-class estate planning technology for their documents. She keeps up to date on the law with education forums, labs, and seminars. Ms. Elliott regularly leads seminars for legal professionals as well as the public to educate the community on protecting their assets and loved ones.
Ms. Elliott is admitted to practice law as an attorney and counselor at law in all courts in the State of California as well as in the United States District Court and Federal Courts. Previously handling trials and litigation in administrative courts, Ms. Elliott has represented probate clients in Southern California Superior Courts for the past 15 years.
A real estate broker since 2008, Ms. Elliott, Orange county estate planning attorney, has been licensed by the California Bureau of Real Estate for 25 years as both a salesperson and broker. Handling both listings and purchases has given Ms. Elliott a broad knowledge of real estate education and issues that benefits her legal clients.
Jennifer stays healthy and sharp by regularly running marathons and spending time with her family. Professionally, she is a member of many respected organizations.
- California Bar Association
- California Bar Trusts and Estates Section
- Wealth Counsel for Estate Planning Professionals
- Orange County Bar Association
- Board of Directors for San Clemente Chamber of Commerce
- San Clemente Downtown Business Association
- President of the High Desert Bar Association, 2011-2012
- Real Estate Broker Licensed by CA Department of Real Estate
- Orange County Board of Realtors
- California and National Associations of Realtors
- Professional Advisory Member for The Ocean Institute
- Pier Pride Legacy Committee Member for the San Clemente Pier
- Endowment Committee for St. Clement's By The Sea Episcopal Church
Kathy has worked as a probate paralegal for county law firms since 1988. She earned her Paralegal certificate from Coastline College and her Bachelor of Arts from Cal State Fullerton. From her 30 years of experience, Kathy brings extensive knowledge of probate and trust administration.
Liz has over 10 years of administrative experience with expertise in scheduling and correspondence. With a focus on data management systems, project coordination and customer service, her goal as our Legal Assistant is to ensure clients are promptly attended to and their questions are answered.
Vanessa is equipped with 19 years of legal experience and 10 years of financial experience, working with attorney Jennifer Elliott for the majority of this time. She is a notary public and tax preparer licensed by the California Tax Education Council. Vanessa speaks Spanish fluently.
Jacqueline’s background includes Executive Assistant and Chief-of-Staff roles in the fields of cybersecurity and technology. Jacqueline has a bachelor’s degree from UCLA and is currently earning her master’s. Her priorities as our Executive Assistant are to promote procedural efficiency and support all members of the staff.
Why You Should Hire an Estate & Planning Attorney
You deserve the attention of an experienced estate and probate attorney to plan for your future. Some people think they’ll save money with online do-it-yourself legal services or with a paralegal. Online legal services and paralegals are not licensed by the State Bar of California and do not carry insurance. The cost to cure the mistakes of a paralegal or online service can be greater than the attorney’s fee. If the mistakes are not discovered until a death occurs it is too late. Incorrectly prepared documents may require an expensive probate. Taxes may be assessed due to inadequate planning. Choose an experienced attorney who protects her bar license and reputation with years of satisfied clients.
Other people choose to hire a financial advisor to prepare their wills and trusts. This is not their area of expertise. They have no legal training. We won’t give you investment advice and it is illegal for them to give you legal advice.
Perhaps your church or group has a company who visits once a year to draft estate plans. Do you really get to meet with an attorney, or just a notary public? Will they be available to you when life changes and you need to amend your documents?
Choose an attorney with a full time office. Choose an attorney you can call and speak to directly. Choose an attorney you can develop a personal relationship with who gets to know your wishes and your family. Choose Jennifer Elliott, of San Clemente Estate Law.
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