Live Oak Estate Planning

About Us

I’m Sati McLafferty, the founder of Live Oak Estate Planning, right here in my hometown of Claremont. On top of running a business, I am a wife and a mom to two wonderful children. My journey as a mother to a child with a rare genetic syndrome has shaped my passion for helping families like mine. I understand firsthand the unique challenges of raising a child with special needs, and I’m here to help other parents find peace of mind through thoughtful, compassionate estate planning.

Before starting Live Oak Estate Planning, I ran my own law firm in Colorado and later joined a well-respected boutique estate planning firm in Denver. When my husband and I decided to return to Claremont to be closer to family and to start our own, I knew I wanted to continue working with families, especially those in the special needs community.

I know that life is busy, and planning for the future can feel overwhelming. That’s why I strive to make the process as flexible and inclusive as possible. If you have young children, feel free to bring them along to our meetings. And if you prefer, we can meet virtually over Zoom—whatever works best for you.

When I’m not working, I love hiking, playing with my rambunctious boys, and exploring everything Claremont has to offer. I’m licensed to practice law in California (335498) and hold an inactive license in Colorado (46910). So whether you’re here in Claremont or elsewhere in California, I’m ready to help you plan for your family’s future.