Karen has provided thorough and well, thought out, advice for navigating our evolving Trust.

Karen is professional, knowledgeable and personable. She has an answer for every concern you may have. She’s up to date on all laws that may affect your will or trust. She provides you information on both which allows you to make the decision that works best for your family.

Karen and Christine have been great to work with. Karen was so thoughtful and thorough in restating my trust. I was shocked at how many items were not addressed in my original. How fortunate that my CPA referred me to Karen. I feel both relieved and blessed that I was introduced to Karen Shirley!