Donna transitioned from the medical field as a Quality Control Coordinator to the legal field with the same desire and commitment to help support individuals and families in their time of need. She joined our team in 2022 and is our Estate Planning Legal Assistant. She is responsible for turning the personalized plan created in the client’s design meeting into reality. Donna keeps the process on track and is the key person to contact with information and questions during the estate plan process.Donna is a Southern California native with deep family roots in Ventura, where she has owned two successful businesses. She also lived in Franklin, Tennessee for a number of years while raising her two daughters. They are all back in the area enjoying their careers and the beautiful coast they call home. On the weekends, Donna enjoys spending time with family and friends.
(That's what really matters!)
During this difficult Covid-19 Pandemic, SB Estate Planning, especially Julianna Malis, found ways to help our family create a comprehensive trust tailored to our needs and gave sound guidance when it came to our many questions. We highly recommend their services.
My experience with Julianna was nothing but professional and caring. I found her extremely knowledgeable, helpful in providing expert advice about my situation, and compassionate. She's truly a super star attorney and I refer others to her on a regular basis.
TERRIFIC! Julianna Malis is a fantastic attorney. I had a will and trust drafted, and the process was so efficient, detail-oriented and professional...great communication. She provides top-notch service, and I look forward to using her as the years move on.
I called based on the remarkably positive reviews. We had a ridiculous request, asking for a quick estate plan preparation, and the entire staff made it happen. We’re impressed, and will tell everyone about this great firm.
My husband and I had a fantastic experience working with Santa Barbara Estate Planning and Elder Law. Julianna Malis was helpful, friendly, knowledgeable and made it easy for us to create our estate plan. Could not recommend them more highly!
Julianna was easy to work with, answered all my questions and delivered my Estate Planning documents on the timeline that we discussed at our first meeting. I plan to use her services in the future.
Dedicated to Protecting Your Assets, Supporting Your Family, And Providing Peace of Mind