Protect Your Family.
Protect Your Legacy.
Protect Your Legacy.
Jessica Schmitz
Funding Coordinator
Phone: (408) 371-6000
Fax: (408) 371-6005
2542 S Bascom Ave #210
Campbell, California 95008
Jessica specializes in trust funding, which is the process of updating your assets to align with your estate planning goals. She has over ten years of experience in exclusively funding trusts. Jessica diligently prepares the paperwork to update ownership and beneficiary changes to make sure your trust is properly funded.
When Jessica is not preparing funding paperwork, she enjoys spending time with her family. She enjoys camping, gardening, hiking, kayaking, waterskiing, or pretty much any outdoor adventure.
Contact Us
- For a Free Consultation
- (408) 371-6000
Practice Areas
- Wills, Trusts and Estate Planning
- Special Needs Planning
- Estate Planning for Families With Young Children
- Probate / Estate Administration
- Trust Administration
- Elder Law and Medi-Cal Planning
- Pet Trusts
- Crisis/Emergency Estate Planning
- Litigation
- Estate Planning During Divorce
- Trust and Probate Litigation
- Trusts for Married Couples
- Private Retirement Plans
- Asset Protection
- Family Bank Trusts – (aka SLATs)
Client Reviews
I really appreciate the time spent in explaining the process of preparing a Living Trust; the professionalism and friendliness of everyone! I also appreciate the presentation of the materials both binder/print and soft copies. I highly recommend Sowards Law Firm.
Ben and team recently helped us with a new estate plan. Their service was timely, thorough, and very professional. They patiently explained concepts we were unfamiliar with. We were very satisfied and recommend their firm without hesitation.
Ben was very professional & knowledgeable when tailoring the needs of my end of life documents. I have utmost confidence in his abilities and have no hesitation recommending him for estate management.
Contact Us
- 1 Free Consultation
- 2 Available 24/7
- 3 Certified Specialists in Estate Planning
Fill out the contact form or call us at (408) 371-6000 to schedule your free consultation.