P: 608-833-4001 Ext. 321
As Firm Administrator, Laura is responsible for maintaining the firm’s high standard of excellence throughout the practices. She is responsible for financial reporting, cash and billing management, oversight of the firm goals, and client relations.
Laura has a long standing history in the estate planning arena, providing coaching to law firms across the country, bringing to the firm a strong client-centric approach to the management of an estate planning practice.
P: 608-833-4001 Ext. 324
Jen is responsible for the overall management of all of the practice areas in the firm. She assists in the trust process and annual personal review meetings.
Practice Team Leader
P: 608-833-4001 Ext. 317
Kathy oversees the processes and delivery of services by our Trust Creation and Funding team. Call her with changes to your trust documents and general questions regarding your planning. She will assist as she can and connect you with the appropriate attorney on questions regarding the law. Kathy can also assist in setting appointments with your attorney.
Trust Creation Paralegal
Pam is a member of our Trust Creation team. She works directly in the creation of your trust documents.
Trust Administration Paralegal
P: 608-833-4001 Ext. 323
Jessica manages our Trust Administration process under the guidance of Attorney John Haslam and Attorney Wayne Wilson. She is always happy to assist you with any questions or concerns throughout the trust administration process.
P: 608-833-4001 Ext. 315
As point person for our Funding team, Angela is responsible for transferring assets and changing beneficiary designations to reflect your estate plan. She is always happy to assist you with any questions or concerns you may have with respect to the proper classification or designations of your assets.
P: 608-833-4001 Ext. 316
Barb oversees our RWAY® TRUSTCARE Program, guiding clients through both the trust process and annual personal review meetings. Barb is responsible for updating your trust documents with any and all changes, sending our renewal notices, and providing you with the services of LegalVault. Call her with changes to your existing plan, questions, and for assistance on the use of LegalVault.
P: 608-833-4001 Ext. 328
Bonnie supports RWAY® TRUSTCARE clients updating trust documents with requested changes, sending information on reviews and assisting Barb with providing the services of LegalVault®
P: 608-833-4001 Ext. 332
Courtney transfers assets and changes beneficiary designations to ensure that our client's trusts are fully funded; helping our clients achieve their goals in asset protection, privacy and control. She follows the Funding process in transferring client assets into trust.
P: 608-833-4001 Ext. 332
Samantha assists both the Trust Administration department, as well as supporting the Funding processes.
P: 608-833-4001 Ext. 319
Charly coordinates business development and marketing for the firm, as well as maintaining social media platforms. She organizes RWAY® events, workshops, and programs. She is also the person to speak to when making reservations for any of our events. Charly also provides support to the partners in setting up initial estate planning meetings with prospective clients and conveying your needs to them.
P: 608-833-4001 Ext. 301
Hayley is our Director of First Impressions. She is generally the first person to answer your call to our office and the individual that greets you when you arrive. Hayley is charged with helping you reach the right person for your needs in an efficient and expedient manner.