Our Mission

Estatehood guides people after loss toward financial strength.

 
 
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Our Mission 

Estatehood guides people after loss toward financial strength.

 
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How the Estatehood Story Began…

During the decade she spent as an estate attorney advising individual clients, Janice Tam, Esq., recognized an absence of key resources for most bereaved families.  

While the wealthiest families can hire a team of professionals to settle affairs, everyone else is left to fend for themselves during one of the hardest times of their lives.

Grief does not have to be compounded by trying to settle complicated affairs.  We offer informed solutions to the complex issues that arise during this time.

 
 

Our Team 

 

Janice Tam

Founder and CEO

Prior to founding Estatehood, Janice spent a decade advising high net-worth clients in all aspects of estate and trust law. Janice also serves on the Board of Directors for the Legal Aid Society of San Mateo County, the award-winning non-profit organization that provides free civil legal services to low-income residents. Janice graduated with an AB in the Woodrow Wilson School of Public and International Affairs from Princeton University and received her JD from Yale Law School.

 
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Callie Gorman

Head of Product

Callie is a designer passionate about creating incredible user experiences. Her background in psychology and years as a digital marketing strategist guided her to a career in design, where she is devoted to creating intuitive, user-centered designs that increase engagement rates to meet business goals. Callie graduated from the College of the Holy Cross with a BA in Psychology.

 

Tess Congo

Community Manager

Tess Congo is a brand strategist, content coordinator, and social media specialist. She has previously studied at Harvard University and the University of New Orleans and earned her B.A. in English summa cum laude from the University of New Hampshire. Currently, she lives in New York City. 

 
 

Our Advisors

Heather Liston

Advisor

Heather Liston, CFP®, EA, is Program Director for Accounting, Finance & Business at UC Berkeley Extension, where she educates aspiring financial advisors on Retirement Planning and Tax; she also works with select clients on comprehensive financial plans and tax returns.  Heather is a graduate of Princeton University, with a Masters in Accounting from New York University's Stern School of Business, and a Certificate in Personal Financial Planning from UC Berkeley.