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Alexis Lynch

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Alexis is a Marin native who attended the Mount Tamalpais School in Mill Valley and The Branson School in Ross. After graduating from UCLA, she taught elementary school with Teach for America in the Compton Unified School District followed by some time as the Director of an after-school educational center and as a private tutor for students struggling in reading.

Alexis’ philanthropic side led her to a job in the Community Relations department at Macy’s where she assisted with the philanthropic endeavors of the Macy’s 13 western states.Alexis left Macy’s to attend the University of San Francisco School of Law where she focused on estate planning. Upon graduating, she worked for Sterling L. Ross, Jr. (“Terry”) in Mill Valley. Terry is the originator of the Special Needs Trust and an experienced estate planner. While there, Alexis worked with individuals that have developmentally disabled family members on their estate planning and conservatorship needs.

Working with families to ensure their developmentally disabled family members were protected through conservatorship proceedings became Alexis’ passion. She launched her own practice to focus solely on this need.