[WSBAPT] San Jose Trust Attorney

Amy Goertz amyjgoertz at icloud.com
Thu Dec 14 11:33:07 PST 2023


Thank you so much - I will pass her name along!

Amy

Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com <mailto:amyjgoertz at icloud.com> 

1.888.926.2607 phone
1.877.684.1627 fax

Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203 

Additional office locations:
510 Bell Street
Edmonds, WA 98020

Goertz & Lambrecht PLLC
www.goertzlambrecht.com <http://www.goertzlambrecht.com/>







> On Dec 14, 2023, at 10:18 AM, Nick Pleasants <npleasants at ohswlaw.com> wrote:
> 
> Amy,
> I share a number of clients with Michelle Yu in Los Altos (South Bay Area), she is excellent for Estate Planning and Probate. https://www.yuattorney.com/
> Best,
> Nick
> 
>  <https://www.yuattorney.com/>	
> SAN FRANCISCO BAY AREA TRUSTS & REAL ESTATE LAW <https://www.yuattorney.com/>
> attorney, lawyer, Chinese, Cantonese, Mandarin, estate, trust, probate, business, corporate, LLC, real estate, broker, milpitas, san jose, cupertino, fremont, bay area, san francisco, millbrae
> www.yuattorney.com <http://www.yuattorney.com/>
> 
> Nicholas Pleasants | Shareholder
>  
> <Outlook-OseranHahn.jpeg>
>  
> 11225 SE 6th Street | Suite 100 | Bellevue, WA 98004
> Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: npleasants at ohswlaw.com <mailto:npleasants at ohswlaw.com>
>  
> CONFIDENTIALITY NOTE: This e-mail message contains information belonging to the law firm of Oseran Hahn, P.S., which may be privileged, confidential and/or protected from disclosure. The information is intended only for the use of the individual or entity named above. If you think that you have received this message in error, please e-mail the sender. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited.
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> From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>> on behalf of Amy Goertz <amyjgoertz at icloud.com <mailto:amyjgoertz at icloud.com>>
> Sent: Wednesday, December 13, 2023 8:23 AM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com <mailto:wsbapt at lists.wsbarppt.com>>
> Subject: [WSBAPT] San Jose Trust Attorney
>  
> Good morning -
> 
> Does anyone have a referral for an attorney in or near San Jose, California?
> 
> Potential client resides in Washington and states that his grandmother died in February and he is entitled to $250,000, but his Uncle is Trustee and not making the proper distributions.
> 
> <mail.gif>
> Amy
> 
> Amy J. Goertz, J.D.
> Goertz & Lambrecht PLLC
> amyjgoertz at icloud.com <mailto:amyjgoertz at icloud.com> 
> 
> 1.888.926.2607 phone
> 1.877.684.1627 fax
> 
> Address for correspondence:
> 2829 S. Grand Blvd., Suite 303
> Spokane, WA 99203 
> 
> Additional office locations:
> 510 Bell Street
> Edmonds, WA 98020
> 
> Goertz & Lambrecht PLLC
> www.goertzlambrecht.com <http://www.goertzlambrecht.com/>
> ***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***
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