Please feel free to call us directly at (714) 374-2244 with questions. Our friendly and knowledgeable staff are ready to assist you.
Meet the Team
Our expert team of caring professionals will help you build your plan right the first time; giving you the peace of mind to be able to focus on what matters most - spending time with your family.
"I firmly believe our clients should be treated the way I would want my own family members to be treated. As a result, not only have I put together a compassionate and highly skilled team of people, but together we have served families from the grandparents down to the grandchildren. My staff and I love what we do, and truly are humbled by the trust our clients have placed in us over the years." - Susan A. Katzen, Esq.
As principle attorney, Susan A. Katzen has created a practice committed to providing comprehensive and highly personalized services in the areas of Estate Planning, Special Needs Planning, Trust Administration, and Probate. Her dedication and focus allow Susan to create customized plans which thoroughly address her clients' goals, dreams, and concerns. Susan provides peace of mind to her clients by addressing their needs, and protecting their assets for those who matter most - the clients' families.
Samantha began as the Senior Estate Planning Paralegal at the firm, assisting estate planning and special needs planning clients from initial contact through execution of their plan. Prior to moving back to Southern California in 2015, Samantha worked with an Elder Law firm in Cape Cod, and as a high school English Language Arts teacher. With a background in industries which value family and fostering long term relationships, she loved helping the firm's clients achieve their goals.
As the law firm's administrative assistant, Fabi skillfully coordinates the internal workings of the firm, and assists clients with connecting with the proper case manager. Although she had initially started with the office to fulfill a temporary position, it became clear that her expertise, compassionate way she assisted clients, and her organizational skills made her a valued member of the team, and led to her coming on board full time.
Having a desire to help people through difficult situations and decisions is what drives Emily's outstanding work ethic at the Law Office of Susan A. Katzen. In 2013, Emily joined attorney Katzen's staff, originally to assist with administrative work. Quickly proving herself to be a valued member of the team, Emily's responsibilities expanded within the office. Now as a full time Paralegal at the firm, Emily specializes in assisting with Trust Administrations. She continues to grow in her paralegal role, as well as supporting attorney Katzen with special projects.
Joining the Law Office of Susan A. Katzen in 2016, Keeley is an Estate Planning Paralegal with experience in the areas of Estate Planning, Trust Administration, Probate and Taxes. Coming from a business background, Keeley entered the legal field in 2009, assisting a local attorney with Estate Planning clients at a small firm in Tustin, California. Discovering that she loved working with the clients, Keeley decided to continue in the legal field even after the attorney she worked with began planning for retirement.