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Money, Finances, Trusts and Legal Stuff
 
Attorneys Certified Senior Advisors
Conservator/Trustee Estate and Financial Services
Gift and Lifetime Trust Insurance
Legal Services Long Term Care Insurance
Medi-Cal Planning Money Management
Notary Public Real Estate Services
Reverse Mortgage Tax Preparation
 
Attorneys

Kristin Casey
942-1127

Cathy Zeller Erickson
Zeller, Hoff & Zeller
929 Randolph St.
Napa, CA 94559
252-6633

Gaw Van Male
1000 Main St., 3rd Floor
Napa, CA 94559
252-9000

Charles Morse
1120 Franklin St.
Napa, CA 94558
257-1933

Knitter & Knitter, LLP
David G. Knitter
595 Buck Ave. Suite D
Vacaville, CA 95688
707-469-8880

Legal Aid of Napa
811 Combs St.
Appointment: 259-0579
Open Monday and Wednesday
only. Simple Wills, Durable Power
of Attorney, Debt Relief,
Dissolutions, Benefits and
Housing Services without charge
to low income seniors.

Naomi Dreskin-Anderson
1005 Jefferson St.
Napa, CA 94559
252-8900



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Certified Senior Advisors

Joice Beatty,
Eldercare Manager
1555 Voorhees Circle
St. Helena, CA 94574
967-9532


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Conservator/Trustee

Joice Beatty
Eldercare Manager
1555 Voorhees Circle
St. Helena, CA 94574
967-9532

Napa County Public Guardian
253-4049

Jim Nord
P.O. Box 690
Napa, CA 94558
255-5429

Hearts That Matter
68 Coombs St., A-9
Napa, CA 94558
252-7569



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Estate and Financial Services

Kristin Casey,
Attorney at Law
942-1127

Cathy Zellar Erickson
929 Randolph Street
Napa, CA 94559
252-6633

Gaw Van Male
1000 Main St., 3rd Floor
Napa, CA 94559
252-9000

Naomi Dreskin-Anderson
1005 Jefferson St.
Napa, CA 94559
252-8900

American Cancer Society
1031 Jefferson St.
Napa, CA 94559
255-5911 Press 3
1-800-ACS-2345

Redwood Caregiver Resource
Center
1-800-834-1636


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Gift and Lifetime Trust

St. Helena Hospital Foundation
10 Woodland Road
St. Helena, CA 94574
963-6208



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Insurance

John Cardinale
State Farm Insurance
2160 Jefferson St.
Suite 105-A
Napa, CA 94558
258-0661

Met Life
Regina Lau, FSR

7677 Oakport St. Suite 820
Oakland, CA 94621
510-343-6153

New York Life Insurancee
Chris Lynch

1040 Main St. #103
Napa, CA 94558
567-2222


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Legal Services

(Also See Attorneys)

California Advocates for
Nursing Home Reform
(CAHNR)
1610 Bush St.
San Francisco, Ca 94109
415-454-5171
www.cahnr.org

Redwood Caregiver Resource
Center
1-800-834-1636
Limited free legal consultations
with contracted elder law attorneys.
Services only available to
caregivers of brain-impaired
adults.

Senior Legal Hotline:
1-800-222-1753



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Long Term Care Insurance

John Cardinale
State Farm Insurance
2160 Jefferson St.
Suite 105-A
Napa, CA 94558
258-0661

HICAP Counseling
1-800-434-0222



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Medi-Cal Planning

(also look under listings for attorneys)

Comprehenisive Services for
Older Adults
900 Coombs St., #257
Napa, CA 94558
253-4625 or 1-800-498-9455

Gaw Van Male Smith Myers&Miroglio
1000 Main St., 3rd Floor
Napa, CA 94559
252-9000



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Money Management

(See Care Managers)



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Notary Public

Jim Nord
P.O. Box 690
Napa, CA 94558
255-5429



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Real Estate Services

Christine Boss
Coldwell Banker Realty
1775 Lincoln Ave.
Napa, CA 94559
265-6385
227-5282



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Reverse Mortgage

Tom MacDonald
Reverse Mortgage Consultant
Wells Fargo Home Mortgage
923 Randolph Street
Napa, CA 94559
265-6385 or 800-801-5727

Investors Trust Mortgage
963-0454

Susan Richey, CSA
Reverse Mortgage Specialist
Advent Mortgage Company
(800) 834-3203 x 327
“Money from Home-Putting
your home to work for you.”
Serving California
homeowners since 1985.

Advanced Mortgage Services
Rick Brainin
Reverse Mortgage Specialist
707-746-4920
707-816-1480

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Tax Preparation

AARP
916-446-2277

The Area Agency on Aging
644-6612

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Born To Age
P.O. Box 6863  •  Napa, Ca 94581
(707) 226-7127