My Story
California Estate Plan & Elder Law
Attorney
Attorney Julie Fiedler
As a child, I always knew I would be a nurse. My father was a
doctor. My mother was a nurse. I always wanted to help people who
were hurting and in need. I wanted to make a difference in people’s
lives. Nursing seemed like the perfect profession for me.
My dad died at the age of 43, when I was sixteen years old. It was a
very difficult time for my family. Despite being a Stanford educated
physician, he had never created an estate plan. Without even a will,
my mother underwent the ordeal of a court probate while she was
grieving the loss of her husband at a very early age. We all
struggled during this time.
I attended St. Mary’s College and became a Registered Nurse. It was
truly my calling. I spent twenty years working in local California
hospitals in critical care units, working with patients who were
fighting for life, and often not making it. I have cried with many
families as they grieved the loss of loved ones. There were also
many patients and families who were not grieving for a death, but
for a life that was forever altered, through crises such as a
debilitating stroke or illness.
Unfortunately, near the end of my career as a critical care nurse, I
was injured and unable to lift sufficiently to continue working in
that setting. Without having ever contemplated any other profession,
I turned to a legal career. As a classic Type A personality, I
graduated from law school at the top of my class, and was ready to
begin my new career. However, during my law school tenure, my
mother, who was also my best friend, suddenly died at the age of
sixty seven. I was left to care for my elderly step-father (who was
twenty years older than my mother. He never thought he would outlive
her!), my developmentally disabled brother, who had been under my
mother’s care, and an elderly aunt, who needed my assistance.
Despite dealing with my own grief and caring for my relatives, I was
thrown into the legal world of Conservatorships, trust
administrations, and petitions to the court to correct the numerous
errors in my mother’s estate plan.
My mother had attempted to eliminate the burden we would experience
when she died, so we would not have to repeat what she had endured
upon my father’s death. She had attempted to create a suitable
estate plan for herself. Unfortunately, there are many people
holding themselves out as qualified to do estate planning, who in
reality are not! Many attorneys who practice in other areas feel
they can just tack estate planning onto their practice because
“there’s nothing to it. It is simply a will or a trust”. There are
also many non-attorneys, often insurance and annuity sales persons
who hand out “$395 or $495 living trusts”. These trusts are often so
inadequate that families are left to spend thousands of dollars in
court correcting the errors, when that is even possible. Often,
there is nothing that can be done. The problem is that you don’t
know that there will be a problem until it is too late. In my
mother’s case, her plan was woefully inadequate! It was too late for
her to seek quality legal advice. Everything she had intended to do
to protect us backfired. And I was left to pick up the pieces.
After experiencing first hand, as a client, the pain and frustration
when estate plans are not properly drafted, I determined that I had
found my niche. I would endeavor to provide peace of mind to clients
by creating quality estate plans for them. I have taken countless
courses and studied for more hours than I can remember in order to
learn what is necessary for people to really achieve their estate
planning goals.
I realized early on from my experiences as a nurse, and as a
caretaker, that estate planning is more than simply writing a will
to pass property when someone dies. It must also include a plan for
the possibility that illness or accidents could incapacitate a
person. A legal plan must be in place to protect a person’s dignity,
the quality of life and the assets he or she has spent a lifetime
earning, in the event of death, or the difficult process of living
with a long term condition. This is what I specialize in. And this
peace of mind is what I offer my clients and their families. From
someone who has been on both sides of the desk, I can understand and
empathize, and yet also give the quality of legal advice necessary
to minimize the pain and loss that families will experience.
Contrary to what many people think, it is NOT simply providing
documents. It is creating a comprehensive, individualized plan that
will work when it is needed. Through my second career, I have again
found a way to make a difference in people’s lives.
