Kathi has been a paralegal with the firm since 1985. She has Paralegal Studies Certificate from California State University -East Bay. Her areas of emphasis are in probate, trust law, and estate planning. She handles probate and trust accountings, document and pleading drafting and client signings for our estate planning clients. Kathi is a Notary Public and an Ambassador for the Pleasanton Chamber of Commerce.
Jennifer joined our firm in 2018. She has a BA in Sociology, with a special emphasis in Law and Society, from the University of California, Davis. She has over 20 years' experience as a paralegal in the areas of civil litigation, personal injury, estate planning, corporate and general business matters. She will handle document and pleading drafting for our estate planning, trust administration and general business clients, as well as assist the managing partner with administrative business for the firm.
Nancy has been a paralegal with the firm since 2003. She has a BA in Anthropology from California State University - East Bay, an AA degree in accounting from Las Positas College, and a Paralegal Studies Certificate from California State University - East Bay. She handles business formations, mergers and acquisition transactions, bulk transfers, licensure and other business transactions.