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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.

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.

Karen O'Brien

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.

Brian Giambattista

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.

Janet Burks Giambattista

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