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Little and Large
FAMILY WEALTH
PLANNING

We Do Planning

OUR GAP PROCESS

When you contact the Law Offices of Calisse M. Courtney, we initiate our GAP Process - Gather, Analyze, Prepare.  

Gather - we e-mail you everything you need to take advantage of our complete GAP Process including fillable PDF questionnaires, engagement agreements, and pricing sheets with fixed fees.

Analyze - once we receive your completed forms, you meet with our attorneys to review all of the information you have provided and prepare a suggested plan to fit your needs.

Prepare - after you have selected a plan our attorneys draft the desired documents, we schedule a meeting for you to sign everything and we deliver you a complete plan.

Fixed Fees.  

Our services for estate and family wealth planning, as well as business planning, are billed on a fixed fee basis.  Prices are all inclusive.  

 

OUR SERVICES

ESTATE PLANNING

Estate Plan Packages

Choose from three packages, each designed to meet the needs of different families.

A la Carte Services

We can draft a single document such as a will, power of attorney or advance health care directive, as well as draft a Trust Transfer Deed to fund your existing trust.

Existing Plan Review

We offer reviews of existing estate plans with fees based on the number and complexity of the documents.

BUSINESS SERVICES

Corporation Services

Choose from two packages with add-ons available to establish your California corporation.

LLC Services

We offer two packages to choose from with special add-on services available.

Sole Proprietor Services

Setting up your sole proprietorship is easy if you know what you need.  We can help.

GENERAL PRACTICE AREAS

Other Practice Areas

  • Trust Administration

  • Construction Contracts

  • Lease Drafting

  • Landlord-Tenant Disputes

  • Litigation

  • Collections Defense

 

MEET US

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Calisse M. Courtney
Attorney

Calisse was born and raised in the Santa Ynez Valley before heading to UC Santa Cruz where she receiving her Bachelor of Arts in Legal Studies.  From there, Calisse spent the next three years at the University of Pacific, McGeorge School of Law where she earned her JD in 2005.  During law school, Calisse earned Appellate Advocacy Honors, Dean's List 2003-2004 and 2004-2005, was a member of the Traynor Society, and a Client Counseling Competition member.  

Her practice began with a large insurance defense litigation firm in Sacramento where she primarily represented insurers in physician malpractice cases, and commercial motor vehicle accidents.  Thereafter, she worked for a boutique law firm specializing in similar types of litigation including construction defect cases.  

Calisse returned to the Santa Ynez Valley to give her kids an open-air childhood.  She has maintained her own practice since 2011.  Her practice now focuses on estate planning, trust and estate administration, business planning and counseling, contracts, and landlord-tenant matters.  She often serves as Successor Trustee for clients without natural heirs to succeed their estates or who want to relieve their family of the extensive obligations that come with trusteeship.

When Calisse isn't in the office you can find her coaching softball, running a baseball dugout, at the barn with her daughter, and, on a lucky day, in her vegetable garden.  During October, her house transforms into a Halloween wonderland.  She is proud to work with Trunk Full of Miracles to support the needs of the homeless through direct in-kind and cash donations that go 100% to the charity.  

 

HAPPY CLIENTS

The Kelsey family and our extended family have engage the services multiple times of Calisse M Courtney attorney-at-law. In all cases we have been more then satisfied and find her work to be outstanding .Her ability to listen analyze and communicate the complexity of the legal world to the client is a gift. She takes on every task as though she was doing it for her own family. We cannot recommend Calisse M Courtney enough. Thank you for your excellent work.

Larry Kelsey and The Family

I have known Calisse for over ten years and have found her to be a dedicated, hardworking and stong-willed attorney who is very well versed in all aspects of law.  She has assisted me in writing a business contract for my daycare, as well as, drafting my family's trust. Her knowledge and professionalism are exceptional.  I would highly recommend Calisse for any of your legal needs.

Cece D.

“I'm a testimonial. Click to edit me and add text that says something nice about you and your services.”

Meghan Charles

 

CONTACT US

Our Address

2948 San Marcos Ave, Suite 204

Mailing: PO Box 822

Los Olivos, CA 93441

calisse@SantaYnezLawyer.com

Tel: 805-688-4943

Opening Hours

HOURS VARY DURING COVID - CONTACT US DIRECTLY FOR OPEN HOUR INFORMATION

Monday – Friday  9AM – 4PM

After hours & Weekends: By Appointment

 

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