Compassionate creative organized


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“Between running a business and raising three teens, updating our will and trust definitely fell to the back burner. We needed someone who was organized, knowledgeable, and creative. Shawna has all of these qualities and performs her job with kindness, confidence and compassion. She made the process so easy and fast. Marcus and I recommend her highly!”
We knew we needed to create a plan for our children, but between jobs, kids and every day life, our Will & Trust just kept getting pushed back. We reached out to Shawna for help, and she made the process simple. She met when it was convenient for us, got the information she needed and then pulled everything together. She was thoughtful, compassionate and gave us ideas on situations that could apply to us. It was a tough thing to think through, we are so glad we did it!”
— Stephanie & Mike
Between running a business and raising three teens, updating our will and trust definitely fell to the back burner. We needed someone who was organized, knowledgeable, and creative. Shawna has all of these qualities and performs her job with kindness, confidence and compassion. She made the process so easy and fast. Marcus and I recommend her highly!
— Marcus & Sara

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My husband and I cannot recommend the Will, Trust and Estate Planning services of Shawna Montoya highly enough. Not only is Shawna knowledgeable, organized and highly detail oriented but she handles a difficult subject matter with empathy, compassion and great aplomb.
— Whitney & Gretel