Attorneys on Staff
Attorneys on Staff at WealthCounsel
At WealthCounsel, our team of experienced attorneys is not just part of the development process—we are the driving force behind it. The software we provide is designed and developed by attorneys who’ve been in your shoes.
For over 25 years, we have been working hard for you to be able to streamline your workflow, enhance client service, and grow your practice. From drafting complex estate plans to managing trusts, WealthCounsel is the trusted partner for attorneys looking to bring efficiency, accuracy, and confidence to their legal work.
What Sets Us Apart?
Attorneys on Staff
Since our founding, WealthCounsel has had attorneys on staff guiding the development of our software, continuing legal education, and other resources.
Years of Service
WealthCounsel currently has attorneys on staff with almost 300 years of combined experience in estate planning and elder law. We’ve had attorneys on staff full-time for over 25 years.
Practice Areas
With staff attorneys who have experience in trusts and estates, elder law, medicaid planning, veterans planning, special needs planning, probate, and trust administration, we intimately understand the unique challenges that many legal practitioners face.
Attorneys on Staff
Henna Shah, JD, LLM
Chief Executive Officer
Henna Shah, JD, LLM
Chief Executive Officer
Henna Shah, JD, LLM
Chief Executive Officer
Practice Areas: Estate Planning, Probate, Trust Administration, Transfer Tax and Income Tax Planning
Jennifer Davenport, JD
Chief Operating Officer
Jennifer Davenport, JD
Chief Operating Officer
Jennifer Davenport, JD
Chief Operating Officer
Practice Areas: Estate Planning, Probate, Trust Administration, Transfer Tax Planning, Adult Guardianship
Brian Albee, JD
Chief Legal Content Officer
Brian Albee, JD
Chief Legal Content Officer
Brian Albee, JD
Chief Legal Content Officer
Practice Areas: Estate Planning, Probate, Trust Administration, Transfer Tax Planning, Elder Law, Medicaid Planning, Veterans Benefits Planning
Yvonne Eckert, JD
VP of Learning & Practice Success
Yvonne Eckert, JD
VP of Learning & Practice Success
Yvonne Eckert, JD
VP of Learning & Practice Success
Practice Areas: Estate Planning, Elder Law, Probate, Trust Administration
Tara Bachner, JD
Director of Learning Operations
Tara Bachner, JD
Director of Learning Operations
Tara Bachner, JD
Director of Learning Operations
Practice Areas: Estate Planning, Probate, Trust Administration
Karla Pearson, JD, MA
Legal Editor & ScrumMaster
Karla Pearson, JD, MA
Legal Editor & ScrumMaster
Karla Pearson, JD, MA
Legal Editor & ScrumMaster
Practice Area: Trademark Law
Danielle Bouvier Vito, JD
Legal Editing Manager
Danielle Bouvier Vito, JD
Legal Editing Manager
Danielle Bouvier Vito, JD
Legal Editing Manager
Practice Area: Real Estate Law
Sagar Jariwala, JD, LLM
Editor in Chief, Trusts & Estates
Sagar Jariwala, JD, LLM
Editor in Chief, Trusts & Estates
Sagar Jariwala, JD, LLM
Editor in Chief, Trusts & Estates
Practice Areas: Estate Planning, Probate, Trust Administration, Transfer Tax Planning
Jill Roamer, JD
Editor in Chief, Elder Law
Jill Roamer, JD
Editor in Chief, Elder Law
Jill Roamer, JD
Editor in Chief, Elder Law
Practice Areas: Estate Planning, Elder Law, Special Needs Law, Veterans Benefits Law, Tax Litigation, Bankruptcy, Criminal Law, Privacy Law
Ryan Snow, JD, MBA
Editor in Chief, Business Law
Ryan Snow, JD, MBA
Editor in Chief, Business Law
Ryan Snow, JD, MBA
Editor in Chief, Business Law
Practice Areas: Business Law, Real Estate Law, Intellectual Property
Allison Voge, JD, LLM
Senior Editor, Trusts & Estates
Allison Voge, JD, LLM
Senior Editor, Trusts & Estates
Allison Voge, JD, LLM
Senior Editor, Trusts & Estates
Practice Areas: Estate Planning, Probate, Trust Administration, Transfer Tax Planning
Phoebe Stone, JD, MA
Manager of Trust & Estates Education
Phoebe Stone, JD, MA
Manager of Trust & Estates Education
Phoebe Stone, JD, MA
Manager of Trust & Estates Education
Practice Areas: Estate Planning, Probate, Trust Administration, Transfer Tax Planning, Complex Litigation
Jessica Spenik, JD
Practice Success Mentor
Jessica Spenik, JD
Practice Success Mentor
Jessica Spenik, JD
Practice Success Mentor
Practice Areas: Estate Planning, Probate, Trust Administration, Elder Law, Special Needs Planning, Medicaid Planning, Adult Guardianship
Fran-Marie Silveri, JD
Estate Planning Practice Coach
Fran-Marie Silveri, JD
Estate Planning Practice Coach
Fran-Marie Silveri, JD
Estate Planning Practice Coach
Practice Areas: Estate Planning, Probate, Trust Administration
Sarah Barton, JD
Legal Content Manager
Sarah Barton, JD
Legal Content Manager
Sarah Barton, JD
Legal Content Manager
Practice Area: Business Law
Zach Bloxham, JD
Learning Faculty, Elder Law & Estate Planning
Zach Bloxham, JD
Learning Faculty, Elder Law & Estate Planning
Zach Bloxham, JD
Learning Faculty, Elder Law & Estate Planning
Practice Areas: Elder Law, Medicaid Planning, Veterans Benefits, Special Needs, Estate Recovery, Administrative Law and Appellate Litigation
For Attorneys, By Attorneys
Discover how WealthCounsel can enhance your practice by integrating advanced technology with legal expertise. Our best-in-class automated drafting software streamlines workflows, allowing you to create precise and reliable documents efficiently. Access valuable educational resources to build your practice and connect with a supportive community of attorneys in estate planning, elder law, business law, and special needs planning.
Explore our membership options today and see the difference that your WealthCounsel membership can make.