Legal Planning Team
Client Liaison | Legal Assistant
ABOUT EVA
Eva manages document execution logistics—assisting with in-person signings, coordinating notaries and witnesses, and maintaining adherence to legal formalities. Her organized, thoughtful approach brings both structure and warmth to every client interaction.
When clients or team members need clarity, updates, or support, Eva is often the first to respond—helping us maintain our values of intentional communication, timeliness, and excellence in client care.
A BRIEF HISTORY
Eva serves as a key liaison for our clients throughout their estate planning journey. With a focus on communication, scheduling, and legal file management, she ensures that each client experience is smooth, informed, and well-supported from start to finish.
Whether coordinating client meetings, preparing case status updates , or maintaining accurate and organized legal documents, Eva keeps both our team and clients aligned. She plays a crucial role in onboarding new clients, and ensuring that each legal engagement proceeds seamlessly.
