[WSBARP] Two Northern CA referrals for estate issues

Roger Moss ram at rinconres.org
Wed Jun 9 07:57:38 PDT 2021


Rich, 

John O’Grady is an extraordinary fellow and particularly compassionate with sensitive family situations: https://www.ogradylaw.com/ <https://www.ogradylaw.com/>. If he cannot help your client’s sister, he will know someone who can.

If for some reason you cannot reach John, then I suggest a consultation with the Bar Association of San Francisco’s Lawyer Referral and Information Service, which is well known for delivering quality resources to the greater Bay Area community: https://www.sfbar.org/lris/ <https://www.sfbar.org/lris/>. 

Cheers,

Roger A. Moss 
Managing Director
Rincon Resolutions LLC
206.790.1971 Seattle
415.371.9724 San Francisco
RinconResolutions.com

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> On Jun 9, 2021, at 7:44 AM, Rich McEntee <jrmcentee at gmail.com> wrote:
> 
> Good morning. I sent the following message yesterday but never saw it post to the list. Hopefully, this works today. 
> 
> I have a client whose sister recently passed away. She was a resident of Antioch CA. I do not believe that the sister had a will. She owned a small condo and a small stock portfolio. She is survived by a daughter who I believe is about 19 years old. The daughter lives in the home. I am not familiar with CA probate/intestacy statutes. I would like to give a bit of guidance to my client so that he can help his niece. But more importantly, I would like to obtain a referral to someone who can assist with the transfer of assets to the daughter in the easiest manner possible. I appreciate any guidance and referrals.
> 
> Thank you
> Rich
> 
> 
> RICH McENTEE
> McENTEE LAW OFFICE
> 3800 Bridgeport Way W, Ste A411 <x-apple-data-detectors://1/1>
> University Place, WA 98466 <x-apple-data-detectors://1/1>
> 253.227.9894 <tel:253.227.9894>(m)
> jrmcentee at gmail.com <mailto:jrmcentee at gmail.com>     
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