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Jennifer Monroe


Jennifer Monroe knew she wanted to become a lawyer by the time she was 12 years old because of her strong desire to help others.  She began her career as a prosecutor, then a defense attorney.  Overtime she discovered there was a need for competent and thorough Estate Planning Attorneys because her clients and family were regularly seeking assistance in the area.  She then sought out extensive training in the field of Estate Planning and Administration. 
            Through Estate Planning, she is able to fulfill her commitment to others by helping individuals and families plan for their future.  She focuses her time on protecting the interests and assets of her clients.  She is dedicated to building the right Estate Plan for her clients.  She meets with each client personally and works closely with them to develop an individualized plan that meets their needs.  She regularly attends specialized training to stay current with changes and trends in the law to ensure her clients Estate Plans are innovative. 
            When not helping other families with their Estate Planning, she focuses her attention on her two young daughters and husband. 
 
Specialized Training in the Areas of:

Client-Centered Estate Planning
Continuing Trusts
Comprehensive Planning with Wills, Trusts, and  Ancillary Documents
Life Insurance Trusts
Marital Deduction Planning 
Retirement Accounts Planning
RLT Planning and Drafting
Tax Planning
Transfer Tax System including federal estate, gift and generation-skipping transfer taxes
Trust Administration

Education

Loyola Law School, Los Angeles                              
Juris Doctor, 2000
Dean’s Honor List
Law Review
Public Interest Law Foundation, Co-Chair
University of California, Irvine
Bachelor of Arts, Social Ecology, 1996
Specialization in Criminology, Law & Society and Minor in Political Science
 
Memberships
Financial Planning Association of Ventura County
Probate and Estate Planning Section of the Ventura County Bar Association
Simi Valley Chamber of Commerce
State Bar Of California, admitted November of 2000 (State Bar #210650)
The Advisor's Forum
Ventura County Bar Association
Wealth Counsel
Women's Information Network of Simi Valley (W.I.N.S.)