Protecting Families
Preserving Wealth
Providing Peace of Mind

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Robertson Law Group specializes in personalized
estate planning for a reasonable flat-fee

Your family is your most important asset, so it’s imperative that you have an estate plan that protects your loved ones if something happens to you. Don’t risk the fate of your children or your life’s savings on a mail-order estate plan that might not work, or that you’ll never get around to completing. Robertson Law Group provides comprehensive estate plan packages for the following flat fee:

Individuals: $3,400 | Couples: $4,400

Fees may vary if Clients have special circumstances, such as a Special Needs child, separate/diverse property holdings, children from a prior relationship, or an asset level over $10mm and therefore may be subject to estate taxes. All additional charges will be agreed upon in advance.

Estate Plan packages include the following services:

Living Trust

Emergency plan

Durable Power of Attorney

Advance Health Care Directive

Will

Guardianship nomination for minor children

Assistance in funding your trust, including transferring your CA real estate to your trust.

Personal service and answers to all of your estate planning questions.

Estate planning involves complex tax laws that change year after year, and vary state-by-state. Robertson Law Group is current on the latest developments in the law, so you can trust that your plan will be done correctly, and it will work (yes, many estate plans don’t work!).

About Robertson Law Group

Heather Robertson started practicing estate planning law in 2001 at an international “Big Four” professional services firm, and was later recruited by a well-respected national law firm based in San Francisco. In 2008, Heather moved to Marin and began her own estate planning practice, Heather Robertson Law. The firm has grown over the past two decades, and in 2024, Heather partnered with Lisa‑Jane (LJ) Roberton and formed Robertson Law Group.

Testimonials

My husband and I procrastinated for years about getting an estate plan done, mainly due to concerns about our blended family, but LJ was amazingly warm and informative from my initial exploratory phone call, and she immediately seemed like someone who would be able to understand and help with our specific needs. This was true throughout our process, as she put time and effort into addressing our concerns, never rushed us, and ultimately helped us create a plan that we both feel very comfortable with. LJ’s knowledge and thoroughness made her an absolute pleasure to work with, and we highly recommend her!

-Leila and Randy, San Rafael CA

I have always considered estate planning a daunting experience. I procrastinated for many years until I met LJ. She truly made the process so much easier. Her kindness and patience made me feel at ease. Don’t hesitate to schedule a consultation, you will be happy you did.

-Sheila, San Francisco, CA

Nobody wants to work on their will. I’m going to die. Terrific. That said, if you are faced with this somewhat depressing task, we would whole-heartedly suggest you work with Heather Robertson, a particularly helpful, talented attorney we just worked with on our trust and will. Heather came to us highly recommended by our financial advisor, and the accolades were right on the mark. She was clear and responsive; her advice thoughtful; her rates incredibly fair, particularly when I look back on the considerable number of hours she worked on our behalf. Over and above the excellent work she provided on our will and trust, when we were subsequently faced with a real estate issue, Heather didn’t hesitate to pick up the phone and answer some questions–and then helped negotiate the issue through with the other party. For estate transactions, you could do no better.

-Tom & Lynn, San Francisco, CA

As a mother of, Heather understands the importance of protecting your children in the event that something happens to you. She made is feel very comfortable with our estate plan, and I honestly feel like I have one less thing to worry about every time I leave my son with a babysitter. Thanks for the peace of mind.

-Shannon S., mother of 1, San Francisco, CA

Heather is very knowledgeable, and she did a very thorough estate plan for me and my husband. We both have kids from a prior marriage, and we own property in different states, but Heather had no problem handling these issues, and her fee was very reasonable.

-Jim & Linda W., parents of 5, San Rafael, CA

We kept procrastinating on our estate plan until we were a month away from leaving on a vacation to Mexico – without our kids, and we still hadn’t named a guardian for them! Heather completed our estate plan in just two weeks, and we enjoyed our vacation much more knowing that our two children would be taken care of if anything happened to us. Thanks Heather!!

-Tina T., mother of 2, Mill Valley, CA

I am always so glad to hear that my clients had amazing experiences with Heather. She is an asset and wonderful person. I am grateful to know her and be able to refer clients to her without hesitation.

-Michelle D., Financial Advisor in Larkspur, CA

No two families are alike, and no estate plan should be alike either. We get to know you and your family, and prepare a comprehensive estate plan that addresses your unique needs and circumstances. Our personal and professional service provides a trusted result so that you can sleep easier knowing your family is protected.