Putting the Pieces Together

to Preserve Generational Wealth
and Create Lasting Legacies

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Meet Theresa

 Overwhelmed? We Can Help 

The Law Office of Theresa Carter Geoffroy focuses on working with families and individuals throughout Northern California to develop comprehensive estate plans, assist with estate administration, prepare business succession plans, as well as formulate pre-nuptial and post-nuptial agreements. Our firm is experienced in helping clients plan for the two most important aspects in their lives: everything they own and everybody they love. Our ultimate goal is to give you a peace of mind in knowing that there will be clear instructions to your loved ones during the time that they need it most. For your convenience, we offer flexible scheduling. In addition to day appointments, we also offer home consultation, evening, and weekend appointments.

Our top priority is to provide our clients with an informed, enforceable and strategic plan for preserving their judgement and control over long term financial and health care decisions. The Law Office of Theresa Carter Geoffroy employs the most advanced technology available to prepare and administer highly personalized estate plans to reflect each client’s particular circumstances. We are cognizant of the uniqueness of each person, couple, and family that we represent and the importance of tailoring our approach to fit their needs. We offer affordable Estate Planning packages that fits most budgets. Some law firms offer cheaper services or a la carte services, which appears to be low cost, but it ends up being more expensive than their original low ball quote. However, the quality of work performed at the Law Office of Theresa Carter Geoffroy is second to none.

 Testimonials  

Theresa exceeded our expectations!

Theresa exceeded our expectations!  She kept us informed and explained everything so clearly.  Our telephone calls were answered promptly and the staff was helpful and courteous.  We strongly recommend her to all of our friends.

H. M. and P.M.

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