Kate Swain Law

Kate Swain Law is an Estate Planning Attorney in Granite Bay, CA, located at 5930 Granite Lake Dr #150. Services include representation of successor trustees to help them fulfill legal requirements and communicate with beneficiaries, as well as representation of executors to file correct legal documents and court processes for asset transfers. The practice also prepares and files legal entity documents, such as corporations and LLCs, with State and Federal agencies. Kate Swain has practiced estate planning for over fifteen years and opened her law office in 2012. She earned a business degree from California State University, Chico, and a law degree with a taxation concentration from McGeorge School of Law in Sacramento. The firm focuses on a limited scope of legal areas to ensure precision in estate planning. The attorney works to understand individual goals, family dynamics, and financial situations to develop specific plans that allow clients to control outcomes and minimize time and costs during life transitions. Trust administration services assist successor trustees in carrying out trust terms after a death. This process involves collecting and managing assets, appraising them, paying taxes and expenses, and distributing property to beneficiaries while satisfying requirements of the trust agreement and state and federal laws. The firm helps avoid delays and protect relationships by guiding trustees through potential liabilities and procedural requirements. For business owners, the practice advises on choosing between corporations and LLCs to protect personal assets and provides the necessary filings with government entities to establish the business correctly. The business holds a 5.00 rating based on customer reviews. Kate Swain Law has served the Granite Bay area since 2012, providing specialized legal counsel in estate planning and business formation. The firm’s focused practice in estate planning and trust administration provides Granite Bay residents with specialized legal guidance for their personal and business affairs.

The firm is situated on Granite Lake Drive, approximately 0.1 mile from Douglas Boulevard. It is also about a mile from Linda Creek and 1.3 miles from Ridgeview EcoLab.

BizScoreAI gives the business a performance score of 79 out of 100, which measures website loading speed to keep visitors engaged and aid search engine ranking. The discoverability score is 75 out of 100. The firm ranks number 2 of 3 Estate Planning Attorney businesses that BizScoreAI has scored in Granite Bay.