Shield works with other Professionals

Shield is owned and operated by an Attorney with over 30 years of experience practicing law and his well trained staff.

Because of this background, Shield is in a perfect position to work with other professionals in assisting their clients in trust, probate, guardianship and conservatorship matters.

We also respect your role as the lead person for your clients and we do not encroach on your services. We are not CPA's, We are not Financial Advisors or Insurance people. That is your role. We are here to supplement not supplant.

We  treat your clients with the same compassion and consideration as you do and we look forward to working with you.

Shield is the perfect choice when looking for someone to assist your clients, we can assist your clients with:

  • Trusteeship
  • Successor Trusteeship
  • Trust Administration
  • Trust Protector Services
  • Personal Representative

Our office is trained to deal with all actions, documents, and responsibilities that come with all of these positions.