Law Office Of Tracy J. Roberts
Tracy J. Roberts
Tracy Jordan Roberts has been practicing Trusts and Estates Law since 1997. She is certified by the State Bar of California Board of Legal Specialization as a legal specialist in Estate Planning, Trust and Probate Law. Tracy earned her Juris Doctor from the UCLA School of Law and holds a Bachelors of Art from the University of Arizona. In her practice, Tracy develops and implements comprehensive estate plans for individuals and families, ranging from basic wills and revocable trusts to complex wealth succession planning as well as charitable planning. Her multifaceted practice also includes providing guidance to individual and corporate fiduciaries in the administration of probate and trust estates, including post-death administration, estate tax returns, and fiduciary duties and obligations. She has also represented fiduciaries and beneficiaries in various probate and trust disputes such as will and trust contests, accounting objections, breach of fiduciary duties and removal of trustees. Tracy was born and raised in Southeast Arizona and moved to California in 1990. Tracy has been married to her husband, Brian, since 1991 and has many “furry four- legged children” that she has rescued. Tracy is the President of the Board of Directors for the Orange County Society for the Prevention of Cruelty to Animals and is a member of the Huntington Beach Rotary Club. When Tracy is not working or volunteering in the community, she enjoys spending time with her 6-year- old niece or watching a good movie.
Lisa Diaz has worked since 1990 exclusively in the areas of estate planning, trust and probate administration, and federal estate tax return preparation as a certified paralegal. Lisa has a wealth of knowledge working with attorneys and clients in developing estate plans ranging from basic wills and revocable trusts to complex estate tax planning for individuals and families. Additionally, Lisa’s experience in trust and estate administration allows her to work closely with clients and provide compassionate support during the difficult time after losing a loved one. Lisa was born and raised in Southern California. She has enjoyed many adventures being married to a Navy fighter pilot (Marcos) and raising three wonderful young men (Damian, Justin and Christopher.) Lisa has served as business development director and traveled extensively with When I Grow Up, Global, a non-profit organization that is focused on assisting children living in extreme poverty. Lisa loves a great book and taking her yellow lab, Marge, everywhere she goes.