Shelby L. Loveless

Shelby made the estate planning process comfortable and easy to understand, instilling peace of mine that the documents meet Florida laws and the confidence that my final affairs will be handled efficiently and in accordance with my desires. I highly recommend her services for anyone looking to ensu...re their estate planning is thorough and stress-free.

Mrs. Loveless took on a multi-worded, multi-page estate planning document from some years ago and completely redid it. With her thoughtful research, experience, and, best of all, being a real person throughout my questioning and concerns, she produced a well-written, concise, limited-page document th...at accurately lays out my plans. I am so very thankful she was recommended to me.

Shelby and her office staff assisted me with executing my mother's estate through a lengthy probate (3 years) and sale of her residence and car. I am out-of-state and Shelby was always available via email and phone and returned messages promptly. It was also easy to meet with her in person the few ti...mes I traveled to Florida. All through the process, she and her office were very helpful in providing direction on sale of assets and how to deal with multiple beneficiaries. They kept me informed of deadlines and court decisions and handled the notification process with minimal input from me. There were a few times I was hit with a surprise issue (IRS says we never paid the estate taxes!) and when we called her office in a panic, the staff bent over backwards to quickly find the proof of payment. Shelby's hard work and advice really helped to get me through a complicated situation.