About Us
Specialized Services for Law Firms is a licensed, private, professional fiduciary firm with 40 years of experience working with families and legal professionals. Our offices are located in Sonoma County, the heart of Wine Country, just one hour north of San Francisco. We serve clients both nationally and internationally, offering highly knowledgeable bilingual trust and estate administration.
Our legal services center on fulfilling our client’s desired legacies for their families and/or charitable organizations. In the event of your incapacity, we offer peace of mind that your assets are protected, and upon your demise, your estate will be distributed to named beneficiaries.
The Client, Our Primary Responsibility
We strive to provide the utmost respect for the dignity and uniqueness of each client and their personal situation. We safeguard our clients’ rights to privacy through judicial protections and confidentiality. At all times and under all circumstances, we are guided by our professionalism and experience.
We pride ourselves on a dedicated people-centered approach to serving families and individuals requiring special care and supervision. We understand circumstances can change rapidly. Our firm can provide resources and solutions such as navigating in-home care assistance, placement in residential care facilities, or end-of-life care.
We are committed to competent and conscientious care for our most vulnerable community members. Our fiduciaries are compliant with all statutory requirements and maintain current knowledge of existing local, state, and federal laws to fulfill our legal responsibilities to our clients.
It is the policy of our firm to ensure non-discrimination on the basis of age, economic or social class, disability, gender, sexual orientation, ethnicity, and/or religion. Cultural competency and respect for our client’s diversity guides our work for the community.
Technology
Our main office in Santa Rosa, along with our satellite offices, maintain the highest standards of ethical compliance regarding clients’ data security. We employ highly sophisticated digital security safeguards to protect sensitive client information, including authentication screens and network encryption. Our in-house IT staff regularly monitors spam, phishing, malware, and ransomware while ensuring regular backups on physical remote servers.
Our automated data control systems optimize productivity and reduce costs to our clients’ estates. We are flexible across all digital platforms, working with you and your professional team to respond efficiently and effectively when and where you need us.
Society is more connected with the digital world each day. Focusing on modern technology empowers clients to live as independently as possible for as long as possible. But when the time is right, your online social media and bill-paying accounts should be finalized.
Testimonials
Thank you. Your time and consideration are very much appreciated as are your straightforwardness and integrity.
Shelley Ocaña was chosen to be the trustee for my daughter’s inheritance. Recently my husband passed away. The day before he went, our daughter’s augmentative communication device stopped working. This meant that she would have no way to ask questions or grieve. I have been trying to get it replaced for approximately six months. I called Shelley’s office in tears. I was worried she couldn’t do anything. I spoke with Jacquelynne, and she had a new device in our house before noon today. I cannot praise them highly enough. Thank you to the Ocaña family.
Emergency Response
We are living in precarious times. This firm monitors local emergencies to adapt with incident response plans allowing for quick and appropriate action to power outages, evacuations, shelter-in-place orders, and other unforeseen circumstances. Regardless of whether you are a current or future client, our staff will communicate with you to ensure your safety and provide personalized resources based on your needs.
The Client, Our Primary Responsibility
We recognize that the care of the client is our primary responsibility. As professional fiduciaries, we provide services with respect for the dignity and uniqueness of each client, safeguarding our clients’ civil and legal rights, protecting confidential information, and making decisions which maximize and protect the rights and property of frail, vulnerable citizens, allowing for maximum independence and self-reliance.
We are committed to honesty, competence, compassionate and conscientious care of California’s most vulnerable citizens, elder and dependent adults. Our fiduciaries are compliant with all statutory requirements, are well informed with regard to applicable policies and procedures, and maintain current knowledge of existing local, state and federal laws to fulfill our responsibilities to our clients.
It is the policy of our firm to ensure non-discrimination on the basis of age, economic or social class, disability, gender, sexual orientation, ethnicity, and/or religion. Cultural competency and respect for our clients’ diversity and our employees’ diversity is our priority.