Meet Cindy
Your Estate Planning Attorney (and Fellow Parent)
I founded Coastal Estate Planning, P.C. with a simple goal in mind: to create the kind of law firm I'd want my own family to have. One that is approachable, honest, and focused on making the estate planning process clear and straightforward.
As both a mom and an estate planning attorney with over 12 years of experience, I understand the importance of protecting the people you love.
I've seen firsthand why estate planning matters…and I understand why so many families put it off. My goal is to make the process approachable, so you can move forward with confidence and peace of mind.I built Coastal Estate Planning, P.C. to be the kind of practice I'd want for my own family: straightforward, honest, and human.
You'll work directly with me — not a team you'll never meet. And when we're done, you'll actually understand what you put in place and why it matters.
Hablo español. All families welcome.
Meet the Coastal Estate Planning Team
Juli Lyon
Director of Client Relations
Juli has an extensive background in customer service and law office management. This combined experience makes her uniquely qualified to wear many hats in our office. Juli is usually our clients' first point of contact. She enjoys getting to know our clients and ensures every detail is handled efficiently and every client interaction is thoughtful and welcoming. Juli is also our MetLife legal plan liaison; she works closely with plan representatives to confirm and coordinate coverage and ensure a smooth process for our MetLife members.
Sheena Mohseni
paralegal
Sheena is passionate about helping others and takes pride in building meaningful, lasting relationships with our clients. After completing her paralegal training, she chose to work in an area of law that would allow her to make a positive difference in the lives of individuals and families. Sheena works closely with clients throughout the estate planning process, from gathering important information to preparing and finalizing essential documents such as wills, trusts, and powers of attorney. Her genuine warmth, attention to detail, and dedication to exceptional client service help make the estate planning process as smooth, comfortable, and stress-free as possible.
Janine Hardy
Administrative Assistant
With a strong background in customer service, data management, and administrative support, Janine helps keep our "behind the scenes" operations running seamlessly. Before joining our team, Janine spent several years in the college admissions field, where she became highly skilled at managing confidential information, coordinating complex schedules, and guiding students and families through important life decisions with professionalism and care. She brings that same dedication, efficiency, and client-focused mindset to every aspect of her work.
Lorena LeRoy-Ortega
Senior Paralegal
As our dedicated Probate and Trust Administration Paralegal, Lorena brings both compassion and deep expertise to every matter she handles. She works closely with Trustees, Executors, and Beneficiaries to make the process as smooth and stress-free as possible. With years of experience providing support to attorneys in estate planning, probate and trust administration, Lorena is skilled in preparing and filing probate documents, managing trust accountings, and general case management. Her attention to detail and caring approach help families feel confident and supported every step of the way.
