Specialized Services For Law Firms - Santa Rosa, California

Valerie B.

I am pleased to share my experience of Jacquelynne Ocaña, the fiduciary whose services from Specialized Services for Law Firms, located in Santa Rosa, CA, has provided me and my family exemplary service in the course of handling my dear Friend’s estate.

From the first phone call informing me of an unexpected gift from this Trust, to continued care and support resolving logistical issues involving coordination of three concerned parties in three states, Ms. Ocaña exhibited kindness, caring, and professionalism, while handling extra tasks despite her demanding schedule.

I highly recommend Jacquelynne’s services, as I know, first hand, that she has fulfilled my Friend’s wishes in all regards and in the highest professional manner. Were I living in California, Jacquellyne would be the first person from whom I would seek counsel and guidance for expertise in all things Trust and of fiduciary concern.

Thank you, Jacquellyne!

BilboInNH

Jacquelynne Ocaña at Specialized Services For Law Firms was immensely helpful, compassionate and professional when helping us deal with a recent loss in our family and the associated estate administration. Jacquelynne went above and beyond multiple times to answer our questions, kept us informed and assisted us in multiple ways; always making sure that we understood, knew what to expect and went out of her way to help make us feel comfortable, especially because we are from out of state and we were unfamiliar with the process in California. We highly recommend Jacquelynne and Specialized Services For Law Firms.

La H.

I am grateful for the Professional Service offered me as an individual for being Guardian after my death. Jacqueline Ocanya and her team are very professional, and really reasonable. I recommend them as a Trustee. Laura H.

Kyrie W.

Jacquelynne Ocana helped my mother and I in a way that can't be duplicated. She was able to explain things to my mother, using her tone and layman terms, in a way she understood and could make informed decisions for the future. She pointed us in the right direction, without offering legal advice, to locate proper forms and how to file with our courts. She is compassionate, knowledgeable, and actually cares about the potential fate of families without this valuable information. I recommend Ocana Fiduciary Services wholeheartedly and know that without speaking with Jacquelynne, life would have been much more difficult. She is an expert in her field and anyone would be happy to have her and her office in their corner. That is without mentioning the business is family owned and they habla espanol.
Such a win win and breathe of fresh air to deal with people who actually care.

Kay K.

Jacquelynne Ocana was incredibly professional and helpful with the execution of a trust. She was informative and helped me to understand the process. She remained neutral and I never felt like she picked a side. I highly recommend the services provided by this firm.

jennifer W.

It's always a pleasure to work with Specialized Services for Law Firms. They are professional, kind and thorough. Their clients needs are always their focus.

dolomite M.