No Will? No Plan? No Problem! Professionals Tackle the Estate Headaches You Didn’t Learn in School
Monica Goel, Esq. of TLD Law
Dr. Regina F. Lark Ph.D. of A Clear Path
Kimberly Troup of Troup Trust
Moderator: Tammy Wong
When Margaret Warren died without a will, she left behind a Pasadena home packed with decades of possessions—and a maze of unresolved financial and legal issues. Her out-of-state children faced urgent property concerns, emotional strain, and California’s intestate succession process, all without a roadmap. This case study reveals the costly, complicated, and often avoidable challenges of settling an unplanned estate.
Monica Goel is the managing partner at TLD with over 25 years experience. She is a Certified Legal Specialist in Estate Planning, Trust, and Probate Law by the California Board of Legal Specialization. Her practice focuses on estate planning, trust administration, probate administration, conservatorships, elder law, trust, and probate litigation. Her specialty in any legal setting is in handling sticky or complex situations.
Dr. Regina Lark is the founder of A Clear Path, a Los Angeles–based company specializing in estate clear-outs, move management, and professional organizing. A Certified Professional Organizer in Chronic Disorganization and Certified Senior Move Manager, she brings over 15 years of expertise helping families, attorneys, and fiduciaries navigate complex estate transitions with clarity and compassion.
Kimberly Troup is a Licensed Private Professional Fiduciary helping clients manage decisions in times of need.
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