What You’ll Learn
We’re going to show you what you need to be doing now to protect your home, assets, and family from predators.
We’ll explain the documents that safeguard everything that you’ve worked hard for, so you can make informed decisions for you and your loved ones.
We even explain how tax and financial planning can help you keep what you’ve earned and grow your retirement wealth – something your accountant can’t do.
Location
Address
Show on mapHoliday Inn Express & Suites
Tracy Room
3751 North Tracy Boulevard
Tracy, CA 95304
Dates
Upcoming dates coming soon. Explore the workshop and join the list for early access.
What to Expect
- No pressure—just helpful information you can use however works best for you.
- A practical 1-2 hour session designed around your questions and concerns.
- After you register, we’ll give you a quick call to confirm your spot and send a follow-up email with all the details.
- The day before the workshop, we’ll send a gentle reminder so it’s fresh on your mind.
Title
Estate Planning Attorney
Education
Santa Clara University School of Law
Bio
Vaishali is Oath's managing estate planning attorney at the Walnut Creek office, a Bay Area native who grew up in Saratoga and earned her undergraduate degree from UC Davis and law degree from Santa Clara University School of Law. As the middle of five children, she learned early that there's no "one size fits all" approach to life, a philosophy that shapes her approach to estate planning. She empowers clients to take control of their future and protect what matters most to them. After nearly a decade practicing civil litigation and witnessing clients leave emotionally and financially drained even in victory, she returned to estate planning—the field that originally inspired her to practice law—so she could help people find power and peace of mind instead of conflict. Her children, whom she fondly calls her heart and soul, reminded her to follow her own advice to be "the captain" of her life, giving her the strength to reclaim her path and dedicate herself to helping clients chart their own course. In her free time, Vaishali enjoys staying active, discovering new recipes, and spending time with her son and daughter.