Attorney and Staff Profiles

Cesar Gil is the Operations Director at Schomer Estate & Wealth Advisors, where he leads the Estate Planning and Marketing departments and supports firm-wide operations and strategic initiatives. With over 20 years of experience in the legal industry, Cesar blends legal knowledge, systems thinking, and creative outreach to enhance the client experience and operational efficiency.

Cesar plays a key role in the firm’s 5-Meeting System, facilitating two of the five client meetings, overseeing estate plan design, coordinating document drafting, and managing trust funding—including deed recording and communication with financial institutions. He also handles the majority of the firm’s trust administrations, assisting successor trustees with post-death transitions and asset management.

He is also the firm’s primary contact for navigating California property tax rules under Proposition 19. Cesar prepares and files assessor forms—including PCORs, Claim for Reassessment Exclusions, and formal appeals—to help clients avoid unnecessary property tax increases. He works directly with assessor offices across California to ensure all filings are compliant, timely, and effective.

Cesar leads the firm’s EOS implementation, running Level 10 meetings, tracking quarterly Rocks, and maintaining department accountability. He also oversees the firm’s digital branding, paid advertising, educational outreach, and AI-powered content production.

Cesar also manages all internal IT operations for the firm. He maintains the firm’s practice management platform (ActionStep.com), oversees all software licensing, sets up and configures workstations and devices for new hires, monitors anti-malware protection, and handles all hardware purchasing and the majority of troubleshooting.

Cesar holds a Master of Science in Integrated Design, Business, and Technology from the University of Southern California and is a Certified Trust Funding Professional through the American Academy of Estate Planning Attorneys.