Jacquelynne Ocaña

Jacquelynne Ocaña

Jacquelynne Ocaña is a partner of Specialized Services for Law Firms and began her fiduciary career in 2010. She is a sixth generation Sonoma County resident. Jacquelynne’s practice areas include trust administration, special needs trust administration, probate estate administration, conservatorships, and care management. Her focus includes taxation, real estate transactions, and business dissolution. She also specializes in navigating public benefits for disabled clients.

Jacquelynne is a member of the Professional Fiduciary Association of California, Redwood Empire Estate Planning Council, the Sonoma County Bar Association, and Sonoma County Women in Law. She is bilingual in English and Spanish, serves on the Board of Directors of Legal Aid of Sonoma County, and is an active member of the Santa Rosa Community Advisory Board. Her advocacy in fighting elder abuse and volunteer work with local organizations are a testament to her support of human rights and social justice.

Education
  • University of California Los Angeles – Anthropology and Latin American Studies, BA
  • California Coast University – Masters in Business Administration (current), MBA
  • Continuing Education of the California State Bar – Elder Law Programs
Experience
  • California Licensed Private Fiduciary #909
  • National Certified Guardian
  • Notary Public
  • Spanish language interpreter and translation
Member Organizationss
  • Professional Fiduciary Association of California (PFAC) – Active General Member
  • Redwood Estate Planning Council
  • Probate Bench Bar Committee of Sonoma County
  • Sonoma County Bar Association
  • Sonoma County Women in Law
  • National Guardianship Association
  • National Center on Law and Elder Rights
  • American Civil Liberties Union
  • UndocuFund – Disaster Relief in Sonoma County
Community Engagement
  • Member of the Board of Directors of Legal Aid of Sonoma County
  • Santa Rosa City Community Advisory Board (CAB)
  • Leadership role in the Sonoma County Bar Association Diversity & Inclusion Committee
  • Educational content coordinator for the Sonoma County chapter of the Professional Fiduciary Association of California