Katherine A. Southard, Esq.

Southard Estate Planning began with the passion of helping others protect their families. It is my desire to make estate planning accessible to all individuals, regardless of net worth or life circumstances. As a mother, a woman and a lawyer, I understand family relationships. With this understanding, I am able to create personalized estate plans that best protect each client’s family, health care desires and assets. I also understand the restraints of time and busy schedules. We will work together and utilize technology to make the best use of your valuable time. Whether you are single, married or in a committed relationship, I believe that every person deserves a well thought out estate plan. As an attorney and a mother, I have an acute understanding of the complexities within.

I specialize in creating complete and comprehensive estate plans. We will work together to create an estate plan which is personal to you. I will guide you in understanding the necessity and meaning of the documents I customize for you, periodically review your current plan, and if needed, put together a team of experts to achieve your goals (certified financial advisors, accountants). I make a commitment to eagerly represent my clients’ wishes with integrity, competence, and sensitivity.

I have over 17 years of experience, specializing in Estate Planning and Estate Administration. I am admitted to the practice of law in both New York and California. I am currently a partner in the California Law firm, Joe, Southard & Yeoh LLP and a solo practitioner at Southard Estate Planning based in New York.

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Undoing the Emotional Block of Estate Planning
Undoing the Emotional Block of Estate Planning

“But in this world, nothing can be certain, except death and taxes.” –Ben Franklin.   Ben Franklin stated it clearly and factually.  So why do most of us avoid discussing…

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