Meet Megan
Your Trusted Estate Planning Attorney
Megan is the founder of Fortitude Estate Planning, where she brings a calming presence and a deep commitment to client education to the often complex world of estate law. She guides her clients through a range of legal needs, including estate planning, trust creation and administration, probate, beneficiary representation, and even estate and trust litigation.
Megan believes that informed clients are empowered clients. She takes the time to explain legal concepts clearly and thoroughly, ensuring her clients understand their options and feel confident in their decisions. This dedication to education stems from her desire to make a truly positive impact on the lives of those she serves.
Her background in both estate planning and litigation gives Megan a unique perspective and allows her to approach each case with both compassion and tenacity. Whether you're planning for the future or navigating the complexities of estate administration, Megan will be a steadfast advocate in your corner.
When she's not championing her clients, Megan enjoys exploring all that Southern California has to offer. You'll often find her spending time with her husband and their two dogs, Mila and Winnie, biking, surfing, paddle boarding, or simply soaking up the sunshine. And these days, life is extra full with the arrival of her twin daughters in May 2024!
Education and Experience
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Licensed Attorney, California Bar Association
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Juris Doctor, Chapman University, Dale E. Fowler School of Law (Go Panthers!)
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CALI Award Recipient, Elder Law Clinic
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Meet Kailene
Kailene is a highly skilled legal assistant who has an outstanding attention to detail. Kailene cares deeply about serving others and recognizes the importance of being prepared in the event of an emergency.
When Kailene is not hard at work, she is playing with her two dashshunds, Xena and Wendy, or spending time at Disneyland.
Because the loss of a loved one is tough enough
Whether your loved one created a trust to hold their assets, or they passed away without an estate plan, maneuvering through the estate administration process can be overwhelming and stressful. As your trusted attorney, we will assist you with this process to alleviate your stress and ensure that your loved one’s estate is administered with care and compassion.
It's more than just an estate plan, it's a legacy
Our mission is to provide our clients with a highly personalized estate planning experience. Your family is unique, your assets are unique, and your goals are unique; your estate plan should reflect your uniqueness. Estate planning is not a one-size fits all process. We are here to educate our clients on their estate planning options, the various advanced planning techniques that may suit their specific goals, and to ensure that our clients understand how their estate plan will work for them, now and in the future.
Our Commitment to a First-Class Client Experience
Virtual Legal Services
We offer our clients the opportunity to work with us over the phone or via zoom to accommodate their busy schedule.
Integral Approach
We work as a team with our clients to determine how best to handle their case. Our clients are provided with education about their particular legal situation, a roadmap of possible choices and guidance to help our clients decide what approach will suit their objective.
Lifetime Relationship
We provide complimentary 3-year reviews to our clients to ensure their estate plan stays up to date with the changes in their busy lives and the changes in the law.
Guidance Through It All
We are always available for our clients to answer and ask questions when it comes to our representation.
Asset Protection
We counsel our clients to determine what type of asset protection planning will help them reach their goals.
Flat Fees
Our firm charges flat-fees for our estate planning services. This encourages an open conversation about what it is you are looking for in your estate plan.