Business Planning | Exit Strategy Planning | Huntington Beach CA | Susan Katzen

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Kelly A. Willis

Kelly A. Willis joined our firm in 2000. She quickly earned the title "Strategic Assistant" thanks to her extraordinary level of personal charisma and technical knowledge. Titles such as "Legal Secretary" or "Legal Assistant" simply didn't do her justice. Kelly has a wealth of experience in estate planning, trust administration and probate, and she works closely with all of our attorneys in these practice areas.

Kelly's combination of professional yet highly personalized service to our clients, their families, advisors, CPAs and real estate agents has become an integral part of our firm's growth and identity. We are therefore pleased to announce that Kelly has been appointed Office Administrator, and in her new role will continue to be a key member of our firm's ability to provide the level of service you have come to expect over the years.


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