Marc Garlett
Attorney & Counselor at Law
Marc practices law with one very specific goal in mind: to help other parents, like himself, protect and provide for their children, no matter what. To accomplish this, he designs estate plans that not only pass on financial assets, but that also preserve family legacies (including intangible assets such as wisdom, values, and stories) which empowers his clients and their families to build and transfer real wealth from generation to generation.
Natalie Chaidez
Client Service Director
Natalie takes pride in building meaningful connections with, and providing outstanding experiences for, each of the firm’s clients and their families. Her professional skill set contributes significantly to our overall team dynamic while ensuring we provide deep value to our clients in every possible way. She loves being a part of the village of Sierra Madre and immersing herself in all our wonderful community has to offer.
Bari Vallas
Trust Funding Coordinator
Since 2005 (and after 20 years as a practicing attorney and civil litigator), Bari has been developing expertise in trust funding by working with estate planning attorneys and their clients across the United States. Now, as Funding Coordinator for the firm, Bari helps review and organize clients’ asset information, and she works closely with Marc and his clients to ensure that their trusts are properly funded so their estate plans will work as intended when the time comes.
Laney Lyons
Plan Drafting Coordinator
Laney has over 20 years experience in the estate planning industry. After managing an estate planning law firm for 12 years, she continued on to train law firm teams across the country in estate planning processes, hiring and team building, all while starting two successful businesses of her own. She has provided drafting services as part of the CaliLaw team for over 5 years.