RR Estate Planning & Notary - Robin Rosenzweig

Legal

About

LDA #199-registered RR Estate Planning & Notary in Point Loma is a women-owned practice preparing revocable living trusts, wills, healthcare directives, and financial powers of attorney. As CALDA San Diego Chapter president, the practice applies the same instrument-drafting standards used in attorney-prepared plans — a parallel pipeline to the trust work at On Point Estate Law on the peninsula. California Notary Public Commission #2353522 enables in-house notarization and same-day deed recording, eliminating the separate mobile-notary appointment most trust-funded property transfers require. Grant deeds and quitclaim deeds into living trusts carry stepped-up-basis implications that pair with the tax filings at Lori A. Riccardi, CPA Tax Firm. Multi-property trust portfolios requiring coordinated deed transfers across California counties represent the practice’s most document-intensive engagements.

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