Megan Smith Claimed

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Sacramento Estate Planning Attorney

A dedicated estate planning practitioner located in Sacramento, I give my clients unparalleled personalized service and creative solutions to some of life’s toughest questions. I bring extensive legal experience and education to each matter, as well as a shared commitment to accomplishing my clients’ goals. Call me to schedule a complimentary 30-minute consultation.

About Megan Smith, Attorney at Law

I assist a wide range of clients in achieving their specific estate planning objectives, such as:

  • avoidance of probate
  • tax burden reduction
  • asset safeguarding
  • End-of-life care and health-care planning
  • Planning for child care and guardianship
  • Donating to charity

Estate planning strategies can be carefully tailored to meet the needs of individuals, unmarried partners, families with children from previous relationships, special needs individuals, and others, in addition to married couples and traditional families.

Education and background

I’m proud to be a veteran, a U.C. Davis Aggie, and a native of Northern California.

In 2002, I received my Juris Doctorate from the University of California, Davis School of Law. Following my admission to the California Bar, I served as a lieutenant and Legal Assistance Department Head in the United States Navy Judge Advocate General’s Corps, where I represented sailors, Marines, and Coastguardsmen in estate planning and other civil matters.

In 2016, I returned to the practice of law after a decade as a project manager and director in the corporate consulting world. I recently completed a post-graduate LL.M. (Master of Laws) degree in Estate Planning, Trust, and Probate, which has strengthened and updated my knowledge of trusts, wills, estates, and taxation.


As a sole practitioner, I relish the challenges that come with being a thoughtful and thorough advocate for my clients as well as a small business owner.

In addition to the State Bar of California, I am a member of the California Lawyers Association Trusts and Estate and Solo and Small Firm sections, which provide the most up-to-date estate planning strategies for solo practitioners.

I stay up to date on the latest estate planning, probate, and trust administration techniques, case law, and ethical requirements through my membership in WealthCounsel, a lawyer-led organization that provides continuing legal education to estate planning practitioners. This ensures that I have the resources to provide my clients with the most up-to-date advice and effective tools they require to achieve their objectives.

Estate Planning Practice Areas

Probate Avoidance, which includes:

  • Revocable Living Trusts (RLTs)
  • QTIP Trusts and Marital Trusts
  • Trusts for charitable purposes
  • Irrevocable Life Insurance Trusts (ILITs)
  • Individual Retirement Account (IRA) Trusts

Minors and Special Needs Planning:

  • Designations for Guardianship
  • Trusts for People with Disabilities
  • Trusts for Medicaid/SSI Eligibility
  • Estate Planning for Co-Parents
  • Estate Planning for Young Adult Children

Probate and Estate Administration

  • Probate Administration in California
  • Trust Administration
  • Representation of Trustees, Executors, and Beneficiaries

Asset Protection and Management

  • Minimization of Tax Burden
  • Liability Preparation
  • Donations to Charities

Planning for Capacity and Unavailability

  • Powers of Attorney for Finance and Medicine
  • Health Care Decision-Making via Directives and Living Wills
  • Delegation of HIPAA Authority