Eva Reynolds - Omni360 Advisors

Eva Reynolds

Client Liaison & Legal Assistant

ABOUT Eva

Eva supports clients throughout their estate planning experience with an organized, thoughtful, and reassuring approach. She manages document-execution logistics—coordinating in-person signings, scheduling notaries and witnesses, and ensuring all legal formalities are handled accurately and efficiently. Known for her clear communication and attention to detail, Eva brings structure and warmth to every client interaction.

When clients or team members need clarity or updates, Eva is often the first point of contact. Her responsiveness and professionalism help uphold Omni’s standards of intentional communication, timeliness, and exceptional client care.

A BRIEF HISTORY

Eva serves as a dedicated liaison for clients during the estate planning process. She oversees scheduling, legal file management, and coordination across multiple stages of each matter, ensuring clients feel supported and informed from start to finish.

Whether organizing meetings, preparing case-status updates, or maintaining accurate legal documentation, Eva keeps both clients and the internal team aligned. Her role is essential in onboarding new clients and ensuring each engagement proceeds smoothly and confidently.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Eva is engaged, or continues to be engaged, to provide investment advisory services.
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Recent Posts

Why Funding Your Trust Matters: A Key Step Beyond Just Creating One

Discover why simply creating a trust isn’t enough. Learn how funding your trust supports your estate plan and helps ensure your intentions are honored. Creating ...

<p>The post Why Funding Your Trust Matters: A Key Step Beyond Just Creating One first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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Learn how starting tax conversations early in the year supports smoother planning and better coordination—especially for business owners and families with complex financial needs. Avoid ...

<p>The post Avoid Last-Minute Stress: Why Early Communication with Your Accountant Matters first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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The recent snowstorm is a powerful reminder to evaluate your estate, tax, and financial planning. Learn how extreme weather events can trigger proactive wealth management. ...

<p>The post How a Snowstorm Can Help You Rethink Estate, Tax, and Financial Planning first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>