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Shadi Alai Shaffer

Estate planning Attorney at Irvine, CA

5.0   27 reviews

also known as Shadi Ala'i Shaffer, Shadi Alai

  • Licensed for 21 years
    State CA
    Acquired 2002
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Shadi

Learn Shadi’s areas of practice.

3
Practice areas
  1. Estate planning
    40%
    Family and business consulting, wills, trusts, Trust Administration, guardianship designation, power of attorney for finances and health care directive, etc.

    22 years, 450 cases

  2. Trusts
    40%
    Revocable Trusts, Special Needs Trusts, Life Insurance Trusts, Irrevocable Trusts, Asset Protection Trusts, Charitable Trusts

    22 years, 820 cases

  3. Probate
    20%
    Probate Administration

    22 years, 75 cases

Shadi completed her B.A. in Political Science at the beautiful University of Santa Barbara California.  She continued her studies abroad where she lived in Spain for a year while completing her M.A. in Law & Society and completed her J.D. degree in San Diego, California in 2001.

 

Shadi has had a variety of work experience from managing a designer boutique, being a bank teller, holding a variety of sales positions, to owning her own mortgage company.  Along with a vast work history, she has been blessed to travel to distant places from Europe to Israel, to living in the Baltics; her ability to connect and interact with individuals across many borders, faith, and socioeconomic levels adds to her practice as an attorney.

 

Shadi represented the underserved in San Diego at the Employee Rights Center.  Thereafter, she joined the Landau Law Group where she defended numerous injury, premises liability, and general civil litigation cases representing clients such as The Hyatt Regency and The Radisson Hotel to name a few.  Two years later having established herself as an attorney, she created her own practice and has since joined forces with Patrick P. Phancao in an effort to build a proud and distinguished law practice.

 

Currently, the firm receives business primarily through referrals which shows the committed and quality representation the two partners provide to their clients and strive to build upon in their firm.   

 

Attorney Shaffer focuses on Estate Planning, Trusts, Probate, Trust Administration which has proven tremendously successful in its early stages of growth. Her firm also practices in the areas of Medical Planning and Asset Protection.

Location

Asset Protection & Elder Law Center (Founded By: Phancao & Shaffer, LLP)
17702 Mitchell North, Suite 101
Irvine, CA, 92614

Estate Planning lawyers nearby

Reviews

5.0 / 5.0
  27 customer reviews
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Posted by anonymous | June 20, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Living Trust
After we had our first baby, we finally decided to do the living trust after years of education from Shadi. She was really professional and educated us the importance and little details about different trust. We are really happy with the service and going to refer all my friends with kids there. My wife was so please of her work that she would like her to review the family trust her family had done from other attorney years ago. Thank you Shadi!
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Posted by Shelia | May 15, 2019
This review is from a person who hired this attorney.
| Hired Attorney
We highly recommend Shadi Shaffer
Shadi is very knowledgeable, professional and kind. All of our questions regarding our trust were answered. 100% satisfied with her work!
Posted by Ladan | May 11, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Living Trust and Estate Planning
Shadi Alai Shaffer helped my family and I get organized in protecting our assets with clear guidance and full support. She also updated our Living Trust. She is very professional and you feel her care with every question and difficult circumstance you present her with.
Posted by Mitsuo | May 2, 2019
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Excellent and Sincere lawyer!!
When my wife and I spoke with Shadi, she was very sincere, personable, knowledgeable, prompt and surprising affordable as well as feeling at ease as to our Estate matters. Having gone to someone else previously on other matters, and we were very uncomfortable because they used only their languages with oneway. Shadi is concerned about her clients and wants to do what's best for them. She really listens very well at any time as well as seeing things in a very realistic and objective way. My wife and I are very glad would highly recommend working with Shadi and her team such as Carol for your estate planning needs. A+++
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Posted by Allison | March 1, 2019
This review is from a person who hired this attorney.
| Hired Attorney
One of a kind!
I've known Shadi for a few years and have always known that she would be the one to write my will and trust for me. I was recently remarried and finally went to see her. She was, just as I suspected, fantastic. She is extremely knowledgeable and SO generous. She spent so much time answering our questions for us. We never felt rushed and we never felt stupid. She pointed things out that we'd never considered and we walked out feeling like we had all of our affairs in order. It is the biggest relief. If you are looking for someone who is honest and genuine, professional and passionate about what she does, you've found her.
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Posted by MeLissa | November 3, 2018
This review is from a person who hired this attorney.
| Hired Attorney
5 Star Attorney!
Shadi, Patrick, and their entire staff are so knowledgeable, helpful and professional. Shadi did an incredible job of explaining my rather complicated needs, she was able to help me understand and execute a Living Trust for my family’s need, in a smooth and timely manner. During the process she was very thorough, patient and took the time I required to explain the answers in a manner I truly understood. After have two previous attorneys provide me a trust that did not meet all my needs, I can now truly rest comfortable knowing that my family’s needs are met. I could not recommend Shadi & Patrick at Asset Protection Center more.
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Posted by Lynda | October 31, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Why you should pick Shadi Shaffer as your Trust Attorney
Shadi is a fabulous lawyer. She has helped me with my trust. Shadi is so knowledgeable and was able to explain everything in detail in a language I could understand. She answered any question I had and explained how important having a trust is. I don't have a very large Estate, however Shadi made me feel like I was worth a Million Bucks. Shadi values family and life itself and wants the best for her clients and she understands that each family has a legacy to pass down through life's choices. Shadi also shows how important your life choices can be for your family and your future family members. She helps you see how important having a trust is, to move forward in life. She once said, "We get car insurance, not thinking we are going to get in a car accident, however, that is what we do, just in case". So that is the mind set with having a trust, thinking that we might pass, but not for a very long time from now. Shadi gave me the confidence and gave me information of the value to have all my papers in order, just in case. Shadi has a fabulous team. You can see how amazing her Legal Assistant\Client Liaison, Carol is, by how much she cares about each and every client that walks into the office. If there is one thing I can say, is, Shadi and her team take the scary feeling away from having to say you might leave this world one day. Shadi holds your hand while you have to come to terms with that day may come one day and she gives you confidence to be organized so you can be free of any stress of ".....what if's". Thank you Shadi for giving me peace of mind and to not have to think about anything but living in the now and present, for I know the future is taken care of. You truly make living Life so much easier without any worries. Thank you again. Shadi is truly the BEST!
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Posted by Nancy + Katherine | June 24, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Shadi, Awesome Attorney!
We needed to get our Living Trusts going. We contacted Attorney’s in our general area; it was days before we received a return call. First impressions are lasting. We found Shadi @Asset Protection & Elder Law Center in Irvine; 29 miles and 1 hour 20 minutes away. Her assistant Carol answered my questions on the spot, not days later! That was an excellent start. I don’t part with my money very easily. So after all our questions were answered in ways I could understand, I asked about the fee. I never told her, but I was so impressed that I might have paid more. Shadi is professional, knowledgeable beyond belief, and caring. We signed that day. You cannot put a price on her service and knowledge. I carry her card in my wallet and give out her information when the topic comes up. I even have offered to drive my friends when they are ready to be represented by a great Attorney. Thank you Shadi for being the caring and efficient person you are. And thank you also to your great staff. Nancy + Katherine
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Posted by Amita | June 17, 2018
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Estate Planning
Shadi did our estate planning. She took what seemed like a very arduous task and made it quite easy. She was professional and explained things very clearly. We would recommend her to anyone!
Posted by Andrew M. | June 10, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Fantastic Estate Planning Attorney!
My wife Rita and I had our first set of estate planning documents done back in 2008. So, in 2018, with several changes to our family, we decided it was time to renew our estate planning documents including our wills, power of attorney, setting up of a trust, and our health care directives. We searched on Yelp and found Shadi’s practice “Asset Protection & Elder Law Center” as a highly rated service. We couldn’t be happier with the outcome. We uncovered that the service we had done back in 2008, would not have protected our assets from going through an arduous process for our heirs. Shadi did a fantastic job of explaining the different options, and helped us select the right option that met our unique circumstance with me being a permanent resident of the U.S. Shadi is a true professional, and incredibly passionate about the service she offers. I highly recommend Shadi as someone who will take care of you and your family for the future!
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Posted by Kelli | May 17, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Estate plannin
Shadi was very professional and personable. I felt 100% comfortable trusting her to plan my estate.
Posted by Frishta | December 9, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
Shadi made my estate planning so much easier than I had thought it would be. Not only is she a professional at what she does but she is also very kind and thoughtful. She gives the full picture so that there are no surprises and provides knowledge that you may not even have thought of. I highly recommend her for your estate planning.
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Posted by Michael | December 3, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Trust for my dad
Shadi was very professional yet friendly in all my interactions with her. On the initial call, she explained thoroughly what my options are and how I would go about proceeding. I can tell she is a workaholic and tries her best to balance between a mom and work. She works many many hours because I can see she's enthusiastic about her profession. Overall the process was very smooth and Carol was a great helper for her. They are wiling to make accommodations to make everything as smooth as possible. I would definitely recommend her. Thank you.
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Posted by Dana | September 7, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Taking Care Of Mom
We needed to bring our elderly Mother's Trust and Will into compliance with California law. As she had recently moved to CA, and our Father had more recently passed, we really had no guiding direction. After some unsatisfactory phone calls to other recommended firms (not what we needed), our sister met Shadi through a business associate. After the initial consultation, we knew that she was exactly the professional we were searching for. She made our Mother (91 years young) feel very comfortable and explained the whole process very clearly. We feel that Mom's interests and future are in great hands with Shadi!
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Posted by Anne | September 5, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Shadi made getting my Living Trust easier than I ever imagined it could be.
For many years, I had realized that I needed a Living Trust, but I just kept putting it off. Finally, I forced myself to look into it, and I found Shadi Shaffer's YouTube videos. I knew she was the one to help me. The process of getting my Estate Plan, including my Living Trust, was much easier than I had ever imagined it could be. Shadi explains things so well. I know I am in good hands and am very grateful to have found her and Asset Protection & Elder Law Center.
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Posted by Ben | June 22, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Estate Planning Attorney
Doing a Trust was on my list and I just got it done by Shadi. It was such a pleasant experience. I am so glad my family recommended her to me. Shadi Shaffer was very thorough and easy to work with and made the process easy. Her staff is great and are there if you have any concerns or questions. I am highly recommending her. Thank you!
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Posted by Alexandra | April 17, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Very Personable Attorney!!
Setting up a Trust was on my to do list for several years and I just got it done by Shadi. It was such a pleasant experience. I am so glad my Financial planner recommended her to me. Shadi Shaffer is very personable and fun to work with and made the process as easy as possible. Her staff is also very nice and responsive. I am highly recommending her. Thank you!
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Posted by Lisa | May 20, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Caring and amazingly competent
The truth is that I had been postponing the weighty task of estate planning for YEARS. Why? Who knows; the usual reasons, no doubt. When I finally mustered the courage to initiate contact with Shadi, not only were my fears allayed, but I was soon kicking myself (metaphorically) for not having attended to such a critical matter in a more timely fashion. Why? Because dealing with Shadi Alai Shaffer was -- quite literally -- smooth, easy and pleasant. In addition to clarifying the often confusing framework regarding revocable living trusts, she instilled in me the confidence to successfully navigate the details involved. Shadi's experience, knowledge and innate wisdom were in abundant supply during our interactions; in fact, she offered suggestions that, in retrospect, will afford a great deal of peace of mind to me in the years to come. Not only do I UNRESERVEDLY recommend Shadi Alai Shaffer, I have already urged several friends to engage her for their trust needs. During my (relatively) extensive dealings with attorneys, she is the only one who has been entirely honest with me. That statement alone should engender confidence in the hearts and minds of potential clients.
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Posted by John | December 23, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Awesome Estate Planning
Shadi is an awesome estate planning lawyer. She was always willing to answer my various questions about my estate. She help guide us through the planning process. I had put-off estate planning for many years, but with the birth of my first daughter, I knew it was time. Fortunately, Shadi made the process as easy as possible. Her helpful questionnaires collected the information she need to compose our plan. Shadi then advises us on family decisions. Overall, I am very happy with the final living trust and the protection for my family. Thank you Shadi and team!
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Posted by Pamela | September 18, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Shadi Shaffer Knows Estate Planning
We went to Shadi Shaffer to get our families Trusts done. She was so thorough and competent. We not only did our family's trust but also redid my Parents and Brothers family trust as well. Thank you so much Shadi!
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Cost

Rates
  • Free Consultation 60 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 8.3 (Excellent)

Work Experience

  • Partner
  • Asset Protection & Elder Law Center
  • 2004 - Present
  • Associate Attorney
  • Landau Law Group
  • 2002 - 2003
  • Attorney
  • Employee Rights Center
  • 2001 - 2002

Education

  • International Institute of the Sociology of Law (IISL)
  • Master Certificate
  • 2004
  • California Western SOL
  • JD - Juris Doctor
  • 2001
  • Univ of California Santa Barbara
  • BA - Bachelor of Arts
  • 1997

Sample of Legal Cases

  • Estate of Dale Hogan
  • Successful Settlement
  • Estate of Josie G. Lowrance
  • Settled the estate to benefit of surviving spouse.
  • The Estate of Betty J. Garcia
  • Saved clients from fraud, loss, and settled estate

Associations

  • For The Unseen
  • Board Member
  • 2014 - Present
  • Stand Up For Kids OC
  • Board Member
  • 2012 - Present
  • Orange County Bar Association
  • Volunteer Attorney Arbitrator
  • 2012 - Present
  • Pacific Youth Symphony Ensemble
  • Board Member
  • 2009 - Present
  • Big Brothers Big Sisters of Orange County
  • Big Sister
  • 2007 - Present
View all associations

Languages Spoken

  • English
  • Farsi
  • Spanish

Honors and Awards

  • Service as a Big Sister
  • Big Brothers Big Sisters of Orange County
  • 2011

Attorney endorsements

Received (10)
Given (11)
Endorse Shadi
Probate Attorney | Jul 09
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jun 27
Relationship: Worked together on matter
"I endorse this lawyer."
Probate Attorney | Jun 27
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Trusts Attorney | Mar 28
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Feb 08
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jul 07
Relationship: Fellow lawyer in community
"I endorse this lawyer. She and her partner are careful and conscientious in their work, coming up with creative solutions for clients who - without even knowing it - need someone who thinks "outside the box." I am confident recommending Shadi and her firm to anyone who needs estate planning (and who doesn't?) from the simplest to most complex situations. For those who already have an estate plan, I recommend Shadi for a "tune-up" of their current plan. She's truly obsessive about making sure her clients get the best possible outcome in their planning."
Estate planning Attorney | Jul 03
Relationship: Fellow lawyer in community
"Shadi is simply the best attorney you can ask for when it comes to estate planning. She is passionate about helping clients plan intelligently for their financial future. This is especially true for young families. I've been practicing law for 22 years and Shadi is the person I would turn to for help with estate planning."
Estate planning Attorney | Jan 14
Relationship: Co-worker
"If I had to turn to an attorney for a crucial matter, I would think of no one else than Mrs. Shadi Alai Shaffer. I have witnessed Mrs. Shaffer at work for years, and her commitment to her clients is relentless. She is known in the community as the "easy going, and easy to understand" lawyer, however she is anything but when representing her clients' s interests. Mrs. Shaffer is very involved with her local community, and is very giving of her time. She continues to be an inspiration to the people that come across her, and is a pleasure to work with. I recommend this attorney without reservation."
Unknown Attorney | Feb 11
Relationship: Worked together on matter
"I endorse this lawyer because of her affable and focused nature when she appeared before me in a court mediation matter. Many attorneys cross my path as a mediator, but Ms. Shaffer's unusual level of flexibility and creativity ultimately served her client's best interests."
Estate planning Attorney | Apr 26
Relationship: Worked together on matter
"“I have been a practicing lawyer for over 15 years and I am not easily "wowed" by fellow lawyers. I can count three times in my career, including today. A good lawyer will tell you never to represent yourself. Although I consider Estate Planning to be a component of my practice, when it came time to do the Alexander Family Trust, I wanted someone else to do it. Shadi told me that she wanted to do it. I was "wowed" by the quality of her work product and the enthusiasm she conveyed in explaining everything. I sleep better knowing that if anything happens to me, my affairs are in order. For that Shadi...I thank you!”"
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Irvine Estate planning Lawyer Shadi Alai Shaffer
Shadi Alai Shaffer
Estate planning Attorney
Irvine, CA
Licensed for 21 years
Free Consultation