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Here are our 9 core values

Premier Legacy Law Solutions

Our vision is to be the trusted and preferred family legacy law firm for the evolving families of the Bay Area. We aspire to be the go-to resource for families seeking guidance, protection, and peace of mind for generations to come.

Client-Centric Excellence

Our unwavering dedication to client-centric excellence is our driving force, ensuring exceptional experiences and safeguarding families' futures from the very first interaction with us.

Fostering a Learning Community

We foster a culture of shared knowledge and continuous learning, where every team member is both a teacher and a student. We believe that our collective wisdom grows stronger through open collaboration and the exchange of insights. Embracing this core value, we empower each other to evolve, adapt, and excel in our professional journeys.

Mission-Driven Culture

We are deeply passionate about serving growing families, not only ensuring the protection of their hard-earned assets but also safeguarding their cherished legacy, wisdom, and values. Our mission is to guide them through life's complexities, keeping their loved ones out of court and conflicts, so they can enjoy peace of mind and a harmonious family future.

Creativity and Innovation

We deeply value creativity and innovation. We encourage a culture where fresh ideas are celebrated, original thinking is welcomed, and innovative solutions are embraced. This commitment to creativity fuels our ability to adapt, thrive, and offer exceptional value to our clients.

Thriving Through Teamwork

Collaboration and teamwork are the cornerstones of our success. We emphasize working together cohesively to achieve our goals, knowing that our collective triumphs are the fruits of our shared efforts. We understand that when we collaborate effectively, we all win together, and that's what sets us apart.

Nurturing Internal Leadership

We hold a strong belief in cultivating leadership from within our organization. We value and prioritize promoting team members to leadership roles and envision a path of growth for every individual we hire. This commitment to our team's development shapes our selective hiring process and underscores our dedication to fostering future leaders within the firm.

Embracing Growth Mindset

We foster an environment where continuous learning and adaptability are celebrated, encouraging all team members to embrace challenges as opportunities for personal and professional growth.

Cultivating Entrepreneurial Ownership

We instill a spirit of entrepreneurship and ownership within our team. We empower every team member to take ownership of their projects, fostering an environment where individuals are encouraged to innovate, excel in their domains, and build their best. 

Welcome to Roots and Legal

At Roots and Wings Legal, we understand that estate planning is a journey, not just a destination. Our personalized services are designed to grow with your family, ensuring peace of mind at every stage of life.

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Contact Us Today

Roots and Wings Legal is committed to answering your questions about estate planning issues in California. We offer consultations and we'll gladly discuss your case with you at your convenience. Contact us today to schedule an appointment.

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