Shaw Legal Office, APC

My wife and I have uncomplicated finances: three IRA investment accounts, a non-retirement investment account, a house, and two children and five grandchildren to whom we hope to leave something. Back in 2017, I ventured online and produced a do-it-yourself will and do-it-yourself trust. Big mistake. I discovered that our beneficiaries (our children) were not set up correctly and that the trust would have failed to protect us from probate and was the wrong kind of trust for us. Three weeks ago, we engaged Shaw to do a "trust restatement." What we got were well-crafted trust documents and a team that was easy to work with (Tara Shaw and Arielle Ott). The new trust included what are called "pour-over wills" for me and my wife. Our old wills and our old trust documents are now in the trash can. They have a disciplined process. They (1) sent us a questionnaire to fill out, (2) reviewed and clarified our responses, (3) sent us the draft of the documents with a request for final corrections, and (4) provided a signing meeting with Tara at the end. Throughout the process, they were available to answer questions. Our advice for clients is to be as thorough and accurate as possible in the information you provide steps (1) and (2), else "additional fees may be incurred." They also make clear that "your documents are printed the day before your signing and changes are not made at the signing."

Tara and team were excellent! Kind, thorough, and a fair price.

We had a great experience! They were professional, well organized and thorough! They responded to our requests quickly and accommodated all of our changes. Very well priced for Estate Planning. We’d highly recommend!

We finally created our family trust, wills, and powers of attorney with Shaw, and we couldn’t be happier with the experience. The entire process was straightforward, well organized, and communicated clearly from start to finish. We honestly feel like grown-ups now. Most importantly, it’s an incredible relief to know we’ve put a plan in place to better protect and care for our children if anything were ever to happen to us. We highly recommend Shaw to anyone who’s been putting off estate planning.

As a single mom, I wanted to ensure that the small business I’ve worked hard for would be passed on smoothly, with everything clearly documented and easy for my son to navigate should anything happen to me.

The legal process of estate planning felt overwhelming, but I was grateful to have Tara and Arielle address all my concerns and streamline the entire process. I appreciate their transparent pricing and the personalized attention of a small firm, which made me feel valued as a client.
Thank you.