Ms. Elliott, has 30 years of legal experience in many areas of law. Beginning as a legal secretary, she earned her Certification in Paralegal Studies from the California State University system before attending law school and passing the California bar exam in 2002.
Exclusively practicing law in the areas of estate planning, probate, and trust administration since 2005, Ms. Elliott creates customized estate plans that keep your assets out of probate court and keeps your family together.
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. As well as keeping up to date on the law, Ms. Elliott also teaches Wealth Counsel continuing education classes and has authored legal articles and books for attorneys. 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 twenty years.
A real estate broker since 2008, Ms. Elliott has been licensed by the California Bureau of Real Estate since 1991 as both a salesperson and broker. Handling both listings and purchases has given Ms. Elliott a broad knowledge of real estate which deepens her understanding of estate law.
Ms. Elliott is involved in her community and serves as a Director for the San Clemente Chamber of Commerce. She is also involved in the San Clemente Downtown Business Association, St. Clements By-The Sea Episcopal Church, the Ocean Institute of Dana Point, and the Pier Pride Foundation to preserve the San Clemente Pier.
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
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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.
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.
Deborah has worked as a paralegal for Orange County law firms since 2011. She earned her paralegal certificate from the University of San Diego, and her bachelor's and master's degrees from Pepperdine University. With over 11 years of legal experience, Deborah has extensive knowledge of estate planning, probate and trust administration.
Olivia has more than 7 years of customer service experience in various industries, including managerial roles, and is passionate about helping others. Olivia provides quick and friendly support to our clients and all members of the staff as our Legal Assistant.
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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