Jodi Phillips Coleman
Associate Attorney at DOYLE QUANE
- Role
- Associate Attorney at Doyle Quane
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Jodi Phillips Coleman
A dedicated estate planning lawyer with knowledge of the tax code and California probate…
Experience
Associate Attorney
Jun 2025 — Present · Danville, CA, US
Prepare customized estate plans for each clients\' individual needs and wishes to preserve family wealth, protecting assets for the benefit of minor children, and ensuring each client\'s goals are achieved through a well thought out and designed trust and estate plan. Engage with and educate clients about the difference between a will and a trust and dispelling the myths that exist about what happens to someone\'s assets when they pass away, whether it goes through the probate court or is administered privately through a trust administration. Assist clients in the administration of trusts and estates through the probate court, including the transfer of real property, distribution of tangible personal property, cash and non-cash assets to beneficiaries. Advise clients on the merits of potential litigation claims against trustees, fiduciaries and personal representatives of estates. Advocate for clients in trust and probate litigation matters, advocating zealously for each client\'s best interests.
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