Professional Biography

Trust Funding Coordinator

What sets our firm apart from others is largely due to the hard work of our Funding Coordinator, Bari Vallas. We pride ourselves in that fact that we ensure our clients’ trust plans are properly funded, meaning that clients’ assets are properly titled or re-titled so that the plan works as intended when the plan is needed. Without proper funding, a trust is just a fancy looking document with little to no value. Bari helps clients review and organize their asset information and helps the firm deliver an estate plan that gives tremendous value. Bari is also a licensed attorney and, prior to developing her expertise in trust funding, practiced law as a civil litigator for 20 years.