September 2022 Monthly Newsletter Cover Article

Happy Labor Day! Beach Cities Estate Law has grown from one to eight. Our hand-picked team embodies warmth, respect, trust, and excellence.

I started out as a one-woman show. My dream is for Beach Cities Estate Law to be a recognized and trusted name in Southern California, to normalize the estate planning process, and to make it more relatable. I knew that this vision would be impossible to execute on my own, so I educated myself to gather the tools necessary to hire and lead a team of professionals. Now, five years later, we have grown to a team of eight!

It has been a wild ride, but I buckled in tightly. This month, as we celebrate Labor Day, I can’t help but to feel so grateful for and proud of our team at Beach Cities Estate Law.

When we are looking for a new team member, we use special software. The software helps us assess each candidate’s natural strengths and working style to ensure an organic and seamless fit with the ideal qualities for the role.

In addition, we integrate our firm’s values, which are described below, in our recruiting process. Hiring individuals who truly embody these values drives our culture and influences our interactions with our clients, each other, and our business partners.

• Warmth. We value warm, genuinely caring relationships with clients, business partners, and each other. Many of our clients are going through a stressful time; being warm makes our clients feel at ease with us.
• Respect. We treat others with courtesy, dignity, politeness, and kindness; we hold in high regard the opinions, ideas, and feelings of others.
• Flexibility. We accept change as an inevitable part of the business environment, and we respond to change by evolving. We’re always learning and moving forward, finding new and better ways to work.
• Trust. We seek to consistently build trust by conducting ourselves in a professional and honest manner. We do what we say we’ll do. We accept responsibility and quickly correct things when mistakes are made, because trust is built in the proper handling of both our successes and our failures.
• Excellence. We have high standards. We execute on the details. We take pride in our work. The quality of the work we deliver is of prime importance.

I can wholeheartedly say that the team we have in place now was hand-picked because they exhibit these qualities and strengths, and it’s reflected in the way we ensure the needs of our clients are met and exceeded. Everyone on our team shares the same understanding, focus, warmth, and empathy, and together they are helping my dream come to fruition. For my team, I am so grateful!