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Principal Attorney


Ms. Merilyn M. Steele began practicing accounting in 1982 in the tax department with Kenneth Leventhal & Co. which specialized in real estate (a Big 8 Accounting firm) which has since merged with Ernst & Young, LLP (a Big 4 Accounting firm). There she obtained her Certified Public Accountant professional license in 1984(currently inactive). After 10 years of practicing in the accounting field(8 years as a licensee), Ms. Steele returned to law school in 1992. While interning at a regional law firm in Newport Beach, California with their business and estate planning department, she received her law degree, license to practice law and transitioned to the practice of law in 1996. During the last 26 years of practicing law, Ms. Steele has gained extensive experience in the areas of estate planning, trust administration, corporate, tax, real estate, gift and business succession planning. This includes both domestic and some international tax/legal planning.

Originally from Indiana, Ms. Steele is almost a California native having received her Bachelor of Arts in Business Administration (emphasis in Accounting) in 1982 from Cal State University Fullerton.  She obtained her CPA license 2 years later in 1984. In May of 1996 she received her Juris Doctorate Degree, Cum Laude, from Trinity Law School, Santa Ana, California (formerly Simon Greenleaf University- named for Harvard Law Professor, an expert in Evidence). During law school, Ms. Steele was voted as Law Student of the Year and was a semi-finalist in the California Moot Court Competition.  She was admitted to the State Bar of California in December of 1996.


Our Team includes certified paralegal(s), legal administrative staff and professional consultants to serve you.


Years of legal experience


years CPA/tax background


years track record in San Diego County

Working the past eight years with Merilyn Steele has been a rewarding experience in dealing with her expertise covering our needs. We can expect nothing more than excellent service and advice when we call upon her. We expect a long working relationship and we know that our company will be in good hands in our legal and business ventures.

Former owner, masonry contracting companyChino California
Quality Over Quantity

Ms. Steele is a member of the following professional organizations:

State Bar of California

  • Active Licensee 2022

California Board of Accountancy

  • Active Licensee 1984-2016
  • Inactive Licensee 2016-2022

North County State Bar Association

  • San Diego, California

North County Estate Planning Council (NCEPC)

  • San Diego, California


(International Organization, UK based)

  • Society of Estate Trust & Estate Practitioners, San Diego Chapter

PEPNET (Pepperdine Center for Estate & Gift Planning)

  • Leadership Circle, Malibu, California


  • Former Member
  • Carmel Valley Torrey View Group (Executive Council)
  • Estate & Succession Planning Affinity Group of San Diego (Executive Council)

Tri-City Planned Giving Council

  • former Member, Speaker

Christian Legal Society – National

  • Trusts & Estate Section Member

Christian Legal Society, San Diego Chapter

  • Co-Founder, Former Board Member and Treasurer
  • Current Leader- Regional Group (Del Mar)

Christian Legal Aid Foundation d.b.a. Christian Legal Aid Office of Orange County

  • Co-Founder & former President