The Sheppard Law Firm

My husband and I recently met with the Sheppard Law Firm to complete our trust, and I cannot express enough gratitude to the entire team. From start to finish, our experience was nothing short of exceptional. COMMUNICATION Throughout the entire process, the communication from Sheppard Law Firm was outstanding. We were always kept informed and felt comfortable reaching out with any questions or concerns; we were warmly greeted by Angeline at the front who offered us a water or coffee. Audra called us to confirm a few days in advance of our signing. CUSTOMIZATION The first part was an initial planning meeting with our attorney, Hayley Donaldson, to discuss our personal needs and goals for our trust. Hayley assured us that our trust would cover these needs, and she meticulously crafted a plan that was entirely customized and extremely detailed focusing on the areas that were most important to us. TEAM COLLABORATION One of the standout aspects of Sheppard Law Firm is their team collaboration. We later learned the entire attorney staff provided input during our drafting process based on their historical knowledge and areas of expertise. This collaborative effort meant the world to us, as it ensured that every aspect of our more complex situation was thoroughly considered. Thank you so much to Devin, Hayley, Mr. Hill and Mr. Hersch for your expertise. RELATABLE EXPLANATIONS On the date of our signing, Hayley explained every section of the trust in a way that was easy to understand, even for those with no prior trust or legal experience. She provided examples and elaborated on areas where we needed more help understanding, making the complex process straightforward and comprehensible. ATTENTION TO DETAIL As we reviewed the draft before signing, Hayley highlighted several areas of the trust that were added to account for various situations and to best protect our family. It was incredibly reassuring to know that the team had thought of everything we might need. COMPASSION Discussing end-of-life planning and living will provisions can be challenging, but Hayley's compassion and patience made these difficult conversations much more manageable. She approached these sensitive topics with the utmost care, understanding, and professionalism. SIGNING PROCESS Laura assisted us with the signing process, and she was extremely efficient and kind. Gina and Debbie helped us complete our documents, and both were such a pleasure to be around. They made this part of the process smooth and stress-free. The Sheppard Law Firm is the most experienced and professional firm you can find in Southwest Florida, yet they still manage to make their clients feel like part of their family. Thank you to the whole team for helping us complete the most important planning of our lives, allowing us to protect our most important "assets" in life: our children. Your dedication, expertise, and compassion have made a lasting impact on our family and we are so grateful.

I recently had the privilege of working with Sheppard Law Firm for my estate planning and trust needs, and I couldn’t be more satisfied. From start to finish, Hayley, Maria and the rest of their team demonstrated professionalism, expertise, and genuine care for my unique situation. 1. Expert Guidance The attorneys at Sheppard Law Firm are true experts in estate planning and trusts. They patiently walked me through the entire process, explaining complex legal terms in a way that was easy to understand. Their attention to detail and thoroughness gave me confidence that my assets would be protected according to my wishes. 2. Personalized Approach What sets Sheppard Law Firm apart is their personalized approach. They took the time to listen to my concerns, goals, and family dynamics. Instead of offering cookie-cutter solutions, they tailored their recommendations to fit my specific circumstances. I felt like more than just a client—I was a valued individual with unique needs. 3. Timely Execution Estate planning can be overwhelming, but Sheppard Law Firm made the process seamless. They promptly prepared all necessary documents, including wills, trusts, and powers of attorney. Their efficiency ensured that my affairs were in order without unnecessary delays. 4. Compassionate Support Dealing with matters of inheritance and legacy can be emotional. The team at Sheppard Law Firm showed compassion and empathy throughout. They understood the sensitivity of these discussions and provided reassurance during challenging moments. I highly recommend Sheppard Law Firm for estate planning and trust services. Their commitment to excellence, personalized approach, and genuine care make them a standout choice. Thank you for helping me secure my family’s future!

I recently worked with Devin and Maria to set up a trust and they were very helpful. I appreciated that Devin took the time to answer any questions and make changes as needed. Maria was great and very quick with any follow up help. They made the process seamless.

My wife and I have had a fantastic experience with Shepphard Law Firm, especially Hayley Donaldson, Maria Reimer and the rest of the team. They have helped us achieve peace of mind with our estate planning, making a complex topic easy to understand. They are creative, organized and responsive. We know our estate is in good hands with this team!

We recently had our trust updated. Michael Hill did an excellent job. He asked all the right questions resulting in a very detailed legal document. Debbie was amazing. She helped with all the paperwork that needed to be completed and sent to various banks and companies. We would highly recommend the Shepard Law firm. They are the very best.