Shane deals with the most human part of the human experience, and she does it with heart.

Shane K. Barnard
Managing Attorney
Kathryn Valente
Legal Assistant & Office Manager


Meatball
Pet Trust Advisor
What to Expect | Estate Planning Process
Our goal is to make sure your legacy is shared with those you love.
01
Initial Meeting /Consultation
At the first informational meeting, we will discuss an overview of the estate planning process and what goals you want to achieve with your plan. You will complete an intake questionnaire to prepare for the design meeting.
02
Design
Meeting
We will meet via zoom or in-person to review your intake questionnaire and decide on the best plan for you. At this meeting we will decide on the flat fee for your plan and the attorney begins drafting your plan.
03
Sign
Documents
At the signing ceremony, we review the documents and sign the final plan. The attorney will discuss a few follow-up items with the client such as beneficiary designations and how to manage and fund the trust moving forward. The client should expect to spend another hour on the plan following the final meeting.

