About Cathy Schaefer

Cathy Schaefer is our Client Services Director. She runs the front office operations and is delighted to assist our clients, helping them through the process of starting or updating their estate plans. Cathy comes to us after years of managing a boutique software development company, and often uses those skills to help clients navigate our intake system. However, she also understands that sometimes pen and paper is the best way to communicate!

Cathy holds a B.A. in English Literature from California State University East Bay as well as a Notary Public Commission with the State of California. When she’s not working, Cathy is an avid hiker and biker, always looking for new trails to explore in the Bay Area.