Katelyn Wheeler
Senior Trust, Estate & Fiduciary Strategist @Capital Group Private Client Services
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WORK HISTORY
Senior Trust, Estate & Fiduciary Strategist @Capital Group Private Client Services
San Francisco, CA, US
EDUCATION
University of California, College of the Law, San Francisco (formerly UC Hastings)
Juris Doctor
UCLA
Bachelor of Arts, cum laude, History
University of San Francisco
Master of Laws, Taxation
ABOUT KATELYN WHEELER
Katelyn Wheeler is a senior trust, estate & fiduciary strategist at Capital Group Private Client Services, focusing on trust, estate, tax and personal planning matters. Prior to joining our company, Katelyn practiced trust and estate law with firms in San Francisco, including Spears & Shelf. Most recently, she was a partner at Leland, Parachini, Steinberg, Matzger & Melnick, where her practice included estate planning, post-death administration, and strategic tax and intergenerational wealth transfers. Katelyn earned her bachelor’s in history from UCLA and her J.D. from University of California College of the Law, San Francisco (formerly University of California, Hastings College of the Law). She is currently a candidate for an LLM in Taxation at University of San Francisco. Katelyn serves on the board of Speak SF, which sponsors parental education events, as a representative of a local independent all-girls school.She is based in our San Francisco office.
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