Putting the Pieces Together
Preserving Generational Wealth
& Creating Lasting Legacies

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Office:(916) 572-1998

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Estate Planning 101

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.

Learn About Our Services

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.

Kept us informed and explained everything so clearly

Theresa kept us informed and explained everything so clearly. We will definitely use her office again.

R.G. and P.R.

Excellent Professional Service

Upon entering the office I was greeted courteously, friendly, and professionally. I felt comfortable in all appointments with Attorney Geoffroy and appreciate the patience of her explaining the terms and legalities and options of my Living Trust with my son and I. My conclusion is Excellent Professional Service and Godly sweet. Thank you Theresa.

C.M.

We were pleased with the services and the assistance

We were pleased with the services and the assistance with updating and transferring our assets into our trust.

I would use this firm again

I would use this firm again and would recommend her to my friends.

C.M.

My experience was very positive!

My experience was very positive! All steps during the process were explained thoroughly and in terms I could understand!

G.S.

Theresa does a superior job!

Theresa does a superior job! She is thorough, professional, and genuine, which made our entire experience above what we expected. We wish her continued health and professional success.

C.R. and S. R.

Theresa is very professional

Theresa is very professional-- I would use her office again and refer her to my friends. In fact, I have already referred her to my sister!

S.B.

We strongly recommend her to all of our friends

Theresa 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.

B.S. and H.S.

She explained everything so clearly

She 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

R.B. and V.P.

Theresa is professional

Theresa is flexible, personable, knowledgeable and professional.

B.G. and S.K.

Very professional and informative

She is very professional and informative, yet a relaxed environment. My husband loved the coffee!

R.L. and C.L.

Easy to talk to

Efficient, understanding, and easy to talk to!

V.D. and J.D.

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