Meet the Team
Whitney Sorrell, JD, CPA, LLM (Tax), Founder and Managing Attorney
Whitney brings a unique educational background and experience in tax law, estate planning, and business transactions. His ability to integrate sophisticated estate planning techniques with extensive tax law knowledge has made him a sought-after attorney in estate planning, wealth preservation, probate and trust administration, and business transactions. He has a passion for helping clients plan ahead and overcome legal obstacles and is a frequent lecturer and published writer on topics at the intersection of tax, estate, and business law.
Whitney is also the founder and managing attorney of Sorrell Business & Tax Law, a separate and distinct law firm serving as an advisor to businesses and helping clients defend against the IRS.
Practice Areas
- Basic Estate Planning
- High Net Worth Estate Planning
- Wealth Preservation Planning
- Probate & Trust Administration
Chelsea Jauss, Paralegal
Rachel is a dedicated and accomplished legal professional with a strong background in estate planning, probate, and trust administration. She provides empathetic and reassuring guidance throughout the probate process to help clients settle their loved ones’ estates as efficiently as possible.
In Memoriam - Monica Martinez
We honor the life and legacy of Monica Martinez, a dedicated paralegal who was an integral part of our team.
Monica brought over two decades of experience and a deep commitment to helping families through the complexities of probate and estate administration. Her professionalism, empathy, and ability to offer clarity during challenging times made her an invaluable resource to clients and colleagues alike.
Her remarkable career included earning a Juris Doctor degree from the Phoenix School of Law and a Certificate in Spanish Legal Terminology. Monica also broke new ground as the first individual to file a motion in Spanish in Solano County, CA, demonstrating her passion for creating accessibility and equity within the legal system.
Beyond her professional achievements, Monica was a vibrant soul who found joy in live music, hiking, cycling, and spending time with her loved ones. Her warmth, humor, and zest for life enriched all who had the privilege of knowing her.
Monica’s legacy reminds us all to cherish every moment. We will always remember the profound impact she made on our team and the families we serve.