[WSBARP] Two Northern CA referrals for estate issues

[David Moe]

Attorney Franchesca Callejo is about 45 minutes away in Berkeley.
HOME | callejolaw (gfcallejolaw.com)<https://www.gfcallejolaw.com/>

David Moe Attorney, P.S.
Telephone:  425-432-1277
Fax:  425-432-1280
23745 225th Way SE, Suite 108
Maple Valley, WA 98038

Email:  davidmoe at maplevalleylaw.com<mailto:davidmoe at maplevalleylaw.com>

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From: Roger Moss<mailto:ram at rinconres.org>
Sent: Wednesday, June 9, 2021 8:03 AM
To: RPPT Section<mailto:wsbarp at lists.wsbarppt.com>
Subject: [WSBARP] Two Northern CA referrals for estate issues

Rich,

John O’Grady is an extraordinary fellow and particularly compassionate with sensitive family situations: 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/.

Cheers,

Roger A. Moss
Managing Director
Rincon Resolutions LLC
206.790.1971 Seattle
415.371.9724 San Francisco
RinconResolutions.com<http://RinconResolutions.com>

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On Jun 9, 2021, at 7:44 AM, Rich McEntee <jrmcentee at gmail.com<mailto: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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