Shauna Rae Anderson

We recently had Shauna create our Living Trust. She performed in a most timely & professional manner. The document was uniquely personalized to our specific requirements. The finished product was simultaneously legally concise & also clear to read. Throughout the entire process Shauna presented... herself as a very knowledgeable attorney.

Shauna did a great job at helping my husband and I create our will and trust. She's relaxed yet very professional and caring. She gave us some good and practical points to consider when making the will and trust. Easy to work with and I would highly recommend her especially if you have kids or very l...ittle idea of the will and trust process.

After interviewing and researching a number of estate planning attorneys we decided to work with Shauna. It was a nerve wracking decision, but throughout our experience working with her, we were extremely happy with our choice. Some of the main factors in our decision were that she is specialized in ...estate planning, actively keeps up to date on changes that impact this area of law and she said that her passion for this area of law is that she knows she is helping families every day. In general, the Law Office of James F. Roberts & Associates supports a culture of both attorney continuing education and client education. Our planning needs had a variety of complexities. We needed to address both guardianship for our children and financial assts. For both of these concerns, various options and structural approaches were presented clearly and priced with transparency. Where we had questions, and my wife and I can ask a lot of question and propose a lot of scenarios, answers were provided and restated until we were comfortable with our understanding. We really appreciated not feeling pressured to sign or pay additional fees for what was probably some additional time spent on addressing our questions. While working with Shauna, it always felt that our comfort in signing our estate planning documents was the most important goal. I had recently been through a trust administration with another attorney, and felt nickled and dimed on every communication. It had gotten to the point that I didn’t want to ask any more questions and incur fees even when I needed more information. My experience with Shauna was the polar opposite and my wife and I feel we got a great result at an anticipated value (no unexpected charges). She helped us understand how to achieve our goals, drafted our documents and provided clear instruction on how to move/link assets to our estate plans. We can’t thank Shauna enough for guiding us through the estate planning process and look forward to meeting with her in the future for estate plan reviews. It was long overdue.

I just want to say Thank You for everything that you did for me and my family. One year ago today was my first meeting with Shauna regarding our living trust. It was a very difficult experience for me. I am an only child and we have two small children and I had a hard time answering many of the qu...estions that she proposed. She was very empathetic and helped guide me through the process. It ultimately took me 3 months to feel comfortable with everything. She didn't push me before we were ready, but she also didn't let me forget how important it was that I protect my wife and children. In the end, those struggles that I had helped me change the way I live and I owe everyone in the office a great amount of gratitude. I am a much healthier person today than I was and my kids have a dad they can play with. I just want Shauna and everyone in the office to know that you really do make a difference and I am grateful for how you helped me and my family