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About Heather

Heather RobertsonHeather started practicing estate planning law in 2001 at an international “Big Four” professional services firm, and was later recruited by a well-respected national law firm based in San Francisco.  Heather has spent most of her legal career drafting complex estate plans for high-net-worth families, and devising tax strategies to save clients millions of dollars during their lives and upon death.  In 2008, Heather moved to Marin and began her own estate planning practice where she now focuses on protecting families with young children. 

Charitable causes and community service are also very important to Heather, so she spends significant time volunteering for the Leukemia Lymphoma Society, Hopalong Animal Rescue, Susan G. Komen Breast Cancer Foundation, and other charities.  Heather also donates her estate planning and tax services to low-income residents in San Francisco and Marin.

Heather lives in Marin County with her husband and two young sons.

Education:
University of California at Berkeley, Bachelor of Arts with Honors, 1995
Oxford University, Oxford, England, Undergraduate Abroad Program, 1994
University of California, Hastings College of the Law, Juris Doctorate, 2001

Memberships:
California Bar Association
Marin County Bar Association
Trusts & Estates Section Member
California Real Estate Broker