Cheri E. Michaelis has over 20 years of experience in the legal field. She started practicing after graduating with honors from UCLA and UC Hastings College of the Law. Along with her highly trained staff, Cheri provides expert estate planning services to clients. Cheri serves clients in the areas of estate planning, trust administration, probate, business succession planning, and real property transfers. She provides complimentary consultations for estate planning and is committed to working diligently to give clients the best service and legal experience possible.
Serving her community, Cheri is a proud member of the California State Bar Association, Santa Clara County Bar Association, Silicon Valley Bar Association, Santa Clara County Estate Planning Counsel, Business Networking International, San Jose Fit and Rotary Club of San Jose/Silicon Valley.
The Law Offices of Cheri E. Michaelis provides comprehensive estate planning and wealth counseling services to clients throughout the Bay Area. Creating a customized estate plan to fit a client’s specific needs can be a very complex and daunting task. Therefore, Cheri works diligently to create an effective and carefully crafted plan for all of her clients. She works with clients to parse out their wishes and help them reach their goals.
Not only does Cheri work with clients to create in-depth estate plans to protect themselves and their assets, Cheri also works with trustees to administer and distribute the estate of their loved ones. The process of grieving over the loss of a loved one is already difficult without having to fulfill the numerous responsibilities and adhere to the strict standards of trustee. Cheri tries to alleviate that burden by counseling trustees through this complex process and helping them follow required procedures and fulfill obligations and wishes.
Cheri understands the importance of setting up an estate plan but she also understands that some pass away suddenly without ever having a chance to establish one. The Law Offices of Cheri E. Michaelis helps clients navigate through the confusing legal process of probate in order to get their loved ones’ assets distributed and their estate closed. She has years of experience in drafting and filing the appropriate forms with the court and advising clients on the necessary steps they must take to get their loved one’s estate distributed.