Charlie's 30 years of experience working with individuals, couples, and families on all stages of the estate planning, probate, and trust administration process, coupled with his mediation training and experience as a marriage and family therapist specializing in grief and loss issues, gives him a unique and useful perspective on the challenges that face estate planning professionals in their work.
These challenges do not always lend themselves to a legal solution. Charlie works with other professionals, and their clients, on a consulting basis to help them best address these challenges. He is available to facilitate workshops and to teach how an understanding of grief and loss can help estate planning professionals, including attorneys, accountants, real estate professionals, trust officers, and financial advisors, better serve their clients.
(415) 981-1540
© 2020 Charles A. Jonas. All rights reserved.