Personalized services for people with small to moderate sized estates.
Wills, trusts, powers of attorney, and deed transfers.
Great reviews on AVVO and Berkeley Parents' network.
I take ARAG and prepaid legal services coverages.
I specify costs of services in advance, usually as a package of services, and often include extras.
Oakland, CA 94602
I worked with JWR for almost two years
She would be my very first choice as an attorney that specializes in trust and financial matters.
I would give her a five star rating in every category.
She is knowledgeable
cooperative
patient with very difficult matters
detail oriented
prompt in responding to emails, etc.
easy to understand and helpful in every regard possible
She worked with a mother/daughter trust matter that was very complicated. Additionally assisted (along with a financial advisor) the setting up of a reverse mortgage.
Lois C.
We used Jocelyn Wong-Rolle's services when we needed urgent legal documents (Living Will, property etc) before we left to another country and she was effecient, professional yet personable and she produced what we needed on time and it was top notch quality work.
We worked with Jocelyn on another legal matter and again it was an urgent matter and again she was there for us. She was 100% on our job and gave us good sound legal advice on our parents legal matters.
She is very effective and knowledgeable on not just what we needed her advise on but on many other legal issues we had not yet considered. She is also very affordable, considering all she provides.
Carmen J.
A. Find someone who is a good fit with your needs. Talk to a few Estate Planners.
Do you have ARAG coverage or Pre-paid legal services? I handle both of these plans.
Do you need someone who can listen to your concerns regarding Estate Planning and address them? Find a good listener.
Do you have questions and concerns about the Estate Planning Process? Write them down to discuss by phone or at our first meeting.
A. Make sure you engage someone who you can talk to and who listens to you.
Do a complete job on your initial questionnaire regarding assets, your choices for fiduciaries, your choices, and concerns. You planner can only help you with situations you have disclosed.
A. What kind of information do you need from me?
What do I need to prepare for our first meeting?
What services would you recommend?
What are the costs for these services?
A. What do you want to accomplish in your Estate Planning?
Are you willing to fully disclose any family issues that may impact your Planning?
Do you know your assets and can you list them?
Do you know who you can count on to help you if you need help?
Don't put it off!
A. I take the time to fully assess my client's needs and craft documents to implement their wishes, pre and post death. Sometimes your life is not simple!
I listen to you describe your concerns so that what you end up with addresses your needs.
A. I enjoy the opportunity to help people think about and plan for themselves and their families and friends.
A. Clients frequently ask my advice about who to name as their Successor Trustee. I tell them to think of someone they trust implicitly, who is good with managing money, and who is responsible. This person can hire any needed expertise in tax, investments, etc. This person does not need to perform all the services him or herself.
Clients also ask me who they should name to take care of their finances and healthcare issues--eg. an agent for these issues to act if the client is incapacitated. Again, I advise them to choose someone trustworthy, someone who can follow the client's directives, someone they can talk to.
A. Yes, I regularly attend continuing education programs offered by EBTEL (East BayTrust and Estates Lawyers)
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