A boutique East Bay estate planning firm helping families and individuals plan for their future.

Peter Shelton

Peter Shelton Head ShotI enjoy estate planning because it helps people put things in order, lets them cross an important task off their list, and provides a clear path for their families to move forward after death. I am the father of two high school children, and husband to my wife. I want for my clients the same ease of financial transition I want for my own family.

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Jodi Phillips

Jodi Phillips, Esq., LL.MMy interest in Trusts and Estates stem from my goal to help others going through one of the most difficult times in their lives. When my grandparents passed, it was a devastating time, but due to a well-executed estate plan it was a smooth transition for everyone. Now, I give other families that same peace of mind by creating specific estate plans designed to meet each family’s individual needs.

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Wendy Ovalle

I have had personal experience with both a trust administration as well as a probate administration within my own family. Seeing first hand how much easier it was when a parent has an estate plan versus no documents at all truly made me appreciate this area of the law even more.

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Natalie Bigelow

As the latest addition to the firm, I’ve enjoyed the opportunity to immerse myself in the world of law. I serve as the administrative assistant at Peter Shelton Law – so if you call us, you’ll probably speak to me first!

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