Jennifer Elliott
Ms. Elliott, has 30 years of legal experience in many areas of law. Beginning as a legal secretary, she earned her Certification in Paralegal Studies from the California State University system before attending law school and passing the California bar exam in 2002.
Exclusively practicing law in the areas of estate planning, probate, and trust administration since 2005, Ms. Elliott creates customized estate plans that keep your assets out of probate court and keeps your family together. Ms. Elliott earned the highly sought after credential from the State Bar of California as a Certified Specialist in Probate, Estate, and Trust law. Only the top 1% of attorneys earn this certification. Click here for additional information about this certification.
A member of Wealth Counsel, a nationwide lawyers association of 4,000 estate planning professionals, Ms. Elliott provides her clients best-in-class estate planning technology for their documents. As well as keeping up to date on the law, Ms. Elliott also teaches Wealth Counsel continuing education classes and has authored legal articles and books for attorneys. Ms. Elliott regularly leads seminars for legal professionals as well as the public to educate the community on protecting their assets and loved ones.
Ms. Elliott is admitted to practice law as an attorney and counselor at law in all courts in the State of California as well as in the United States District Court and Federal Courts. Previously handling trials and litigation in administrative courts, Ms. Elliott has represented probate clients in Southern California Superior Courts for twenty years.
A real estate broker since 2008, Ms. Elliott has been licensed by the California Bureau of Real Estate since 1991 as both a salesperson and broker. Handling both listings and purchases has given Ms. Elliott a broad knowledge of real estate which deepens her understanding of estate law.
Ms. Elliott is involved in her community and serves as a Director for the San Clemente Chamber of Commerce and Commissioner of Beaches, Parks, and Recreation for the City of San Clemente. She is also involved in the San Clemente Downtown Business Association, St. Clements By-The Sea Episcopal Church, and the Ocean Institute of Dana Point.
Associations & Organizations
Jennifer stays healthy and sharp by regularly running marathons and spending time with her family. Professionally, she is a member of many respected organizations.
- California Bar Association
- California Bar Trusts and Estates Section
- Wealth Counsel for Estate Planning Professionals
- City of San Clemente Commissioner - Beaches, Parks and Recreation
- Orange County Bar Association
- Board of Directors for San Clemente Chamber of Commerce
- San Clemente Downtown Business Association
- President of the High Desert Bar Association, 2011-2012
- Real Estate Broker Licensed by CA Department of Real Estate
- Orange County Board of Realtors
- California and National Associations of Realtors
- Professional Advisory Member for The Ocean Institute
- Endowment Committee for St. Clement's By The Sea Episcopal Church
- Author of Estate Planning Strategies
- Golden Ole for 2021, 2022 & 2023
The Ocean Estate Law Team
Why You Should Hire An Estate & Planning Attorney
You deserve the attention of an experienced estate and probate attorney to plan for your future. Some people think they’ll save money with online do-it-yourself legal services or with a paralegal. Online legal services and paralegals are not licensed by the State Bar of California and do not carry insurance. The cost to cure the mistakes of a paralegal or online service can be greater than the attorney’s fee. If the mistakes are not discovered until a death occurs it is too late. Incorrectly prepared documents may require an expensive probate. Taxes may be assessed due to inadequate planning. Choose an experienced attorney who protects her bar license and reputation with years of satisfied clients.
Other people choose to hire a financial advisor to prepare their wills and trusts. This is not their area of expertise. They have no legal training. We won’t give you investment advice and it is illegal for them to give you legal advice.
Perhaps your church or group has a company who visits once a year to draft estate plans. Do you really get to meet with an attorney, or just a notary public? Will they be available to you when life changes and you need to amend your documents?
Choose an attorney with a full time office. Choose an attorney you can call and speak to directly. Choose an attorney you can develop a personal relationship with who gets to know your wishes and your family. Choose Jennifer Elliott, of Ocean Estate Law.
After serving over 2000 clients, Ocean Estate Law is proud of its 5 Star Rating!
"Jennifer and her team were very quick to respond to our request. They came highly recommended and I had already known Jennifer through her community involvement with San Clemente, so we felt really safe making a decision to go with her company for our estate plan. We are so glad to have this plan in place for our family. Thank you!"
Leisa Reid
"Jennifer Elliott and her team were fantastic. They answered all our questions and made a sometimes sensitive subject...Death and Taxes an easy process. They walk you through all the scenarios that you would never think of and build a Trust that fits you and your family."
Wayne Ostrander
"Jennifer and associates were so helpful with everything we needed. They were extremely professional and informative with the changes we needed to make in our trust. Would highly recommend!!"
Barton Brown
"Really simple process. The team at Ocean Estate Law is responsive, easy to deal with, professional....and clear. They seem to be available for any question. Really great to do business on such an important topic with a local firm."
Tim Gallagher
"The team at Ocean Estate Law is very professional and helpful, but also relaxed and friendly. They made the whole process very easy and understandable. I highly recommend Jennifer and her team."
Barbara Clauss
"Jennifer did an outstanding job and helped us with an existing Trust that needed to be redone. She gave great insight and we are very happy with the service from Ocean Estate Law. Thank you Jennifer."
Aaron & Kris
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