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Updated over 7 years ago,

User Stats

225
Posts
148
Votes
Jana Cain
Pro Member
  • Enrolled Agent
  • Richmond, CA
148
Votes |
225
Posts

ISO SF Bay Area Real Estate Savvy Estate Planner

Jana Cain
Pro Member
  • Enrolled Agent
  • Richmond, CA
Posted

Hi there,

A friend of mine is in need of an estate planner who either specializes in real estate, or is particularly well-versed in estate planning where real estate is involved (e.g. someone who can provide more guidance than just blanketly recommending a QPRT). The recommended pro needs to know CA laws, and ideally would be located in the SF Bay Area on the peninsula (but general bay area recommendations are welcome if the contact is great). 

Thanks in advance for any leads!

Jana

tags: estate planning, san francisco, bay area

  • Jana Cain
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