|Award name||Grantor||Date granted|
|Certified Specialist in Estate Planning, Trust and Probate Law||State Bar of California - Certified Specialist||2014|
|Academic Excellence||The Delta Theta Phi Law Fraternity, International||2009|
|Dean's Honor List||Dean's Honor List||N/A|
|Attorney at Law||ANDERSON LAW||2016 - Present|
|Associate Attorney||James F. Roberts and Associates, APC||2010 - 2016|
|Association name||Position name||Duration|
|WealthCounsel LLC||N/A||2014 - Present|
|Orange County Bar Association||N/A||2010 - Present|
|Orange County Bar Foundation, Trust and Estate Section||N/A||2010 - Present|
|State Bar of California, Trusts and Estates Section||N/A||2009 - Present|
|Petition to Appoint Successor Trustee||Approved|
|See all legal cases|
|Ebook||10 mistakes to avoid when Estate Planning||2016|
|Word Association Publishers||Estate Planning Made Simple||2014|
|Los Angeles Daily Journal||Burdens faced by graduates with learning disabilities||2008|
|University of La Verne College of Law||Law||JD - Juris Doctor||2009|
|St Mary's College of California||N/A||BA - Bachelor of Arts||2004|
|Estate Planning Summit||Estate Planning||2016|
|Planning You Can Trust||Proactive Tax Reduction Planning||2015|
|It's Your Estate||Estate Planning Basics - Title, Probate, Wills and Intestate Succession||2015|
|Protecting Your Family and Your Assets||Estate Planning in the Current Economic Climate||2013|
Posted by Benjamin
I have a had the opportunity to discuss estate planning Issues on many of may cases with Shauna. She in knowledgeable, skilled, and makes complex issues very easy to understand. I strongly recommend her services!
Posted by Lauren
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 little idea of the will and trust process.
Posted by Edwin
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.
Sarah Olney, Estate planning Attorney
Relationship: Worked together on matter
I had an opportunity to work with Shauna Anderson on a few matters this year. What I observed was a practitioner who loved what she did and who really cared about her clients. Those are among the two qualities I look for when I consider to whom I will refer a client. She is also an adept attorney who will serve her clients well.
Holly Nabiey, Estate planning Attorney
I've worked with Shauna for nearly four years. She is an outstanding estate planning attorney and throughout the years she has been an excellent source of knowledge and mentorship for me, as a fellow estate planning attorney. I cannot endorse her enough for her experience and knowledge in the field of estate and tax planning and trust administration, and her dedication to her clients.