Business Details
Estate Planning & Trust Administration Services in San Rafael, CA
At Kelly Rose Mason, we specialize in providing comprehensive estate planning, trust administration, and mediation services tailored to each client's unique needs. Our practice focuses on creating mindful, compassionate legal solutions that protect families and secure legacies. With expertise in trust and estate disputes, we guide executors and trustees through complex probate processes while prioritizing clear communication and personalized support.Our team offers ongoing counseling to address evolving legal questions, ensuring long-term peace of mind. By combining technical proficiency with empathetic service, we aim to be trusted advisors for life, helping clients navigate all stages of estate planning and family mediation.
Services
Estate Planning
Trust Administration
Probate Services
Family Mediation
Advance Directives
Highlights and features
- We offer personalized estate planning tailored to individual family dynamics
- Our attorney is a trained mediator in trust and estate disputes
- We provide ongoing counseling for evolving legal needs
- Specialized in guiding executors through probate processes
- Compassionate approach to sensitive family legal matters
What people say
Compassionate guidance
Thorough legal expertise
Personalized solutions
Peace of mind
Family-focused approach
Services
Estate Planning
Our estate planning services create comprehensive legal frameworks to protect assets and ensure wishes are honored. We specialize in living trusts, wills, and advance directives that adapt to changing life circumstances. Clients receive personalized guidance to navigate complex legal requirements while maintaining family harmony.
Trust Administration
We guide trustees through post-death trust administration with clear, step-by-step support. Our services include asset inventory, tax compliance, and distribution management while maintaining transparent communication among beneficiaries. The process emphasizes efficiency while honoring the grantor's intentions.
Probate Services
Our probate assistance helps executors fulfill legal obligations during estate settlement. We provide court document preparation, creditor notification, and asset distribution guidance. The service focuses on minimizing conflict while ensuring compliance with California probate laws.
Family Mediation
Specialized mediation services address inheritance disputes and will contests through collaborative problem-solving. We facilitate constructive dialogues to resolve family conflicts outside courtroom settings. The process preserves relationships while achieving legally sound solutions for estate-related disagreements.
Advance Directives
We create legally binding advance healthcare directives to ensure medical wishes are respected. Services include durable power of attorney designation and end-of-life care instructions. The documents provide clear guidance for healthcare decisions when individuals cannot communicate their preferences directly.
People
Kelly Rose Mason
Attorney & Mediator
Kelly Rose Mason, Esq. specializes in estate planning and trust administration with over 15 years of legal experience. As a trained mediator, she helps families resolve inheritance disputes while creating comprehensive legacy protection plans tailored to individual needs.
Questions
What estate planning documents do I need?
Essential documents include living trusts, wills, durable power of attorney, and advance healthcare directives. We customize these based on your specific family situation and asset portfolio.
How does trust administration differ from probate?
Trust administration manages assets held in trust without court involvement, while probate is the court-supervised process for distributing assets through a will or intestacy laws.
Can mediation resolve inheritance disputes?
Yes, our trained mediators facilitate constructive discussions to resolve conflicts about asset distribution, will validity, and family dynamics outside of litigation.
What happens if I don't create an estate plan?
Without planning, your assets will be distributed according to state laws, potentially causing family conflicts and unnecessary tax burdens that could have been avoided.
How often should I update my estate plan?
Review your plan every 3-5 years or after major life events like marriage, divorce, births, or significant asset changes to ensure it remains current with your intentions.
