The Trust Sherpa is a specialized service dedicated to guiding women through the process of creating revocable living trusts and comprehensive estate plans, offering clarity, simplicity, and confidence. Founded by Kim Dannettell, who brings personal experience and a mission-driven approach, the company stands out for its focus on empowering women to protect their family’s future with attorney-written documents and supportive, step-by-step guidance.
The Trust Sherpa emphasizes a personal, reliable, and hassle-free process, designed to help clients avoid the stress, confusion, and potential legal pitfalls of navigating estate planning alone. With over 37 years of collective experience and having protected over 100 families, the service is tailored for women managing their financial security—particularly those navigating life after loss, divorce, or by choice—and aims to provide peace of mind by ensuring their legacy is organized and protected.
Services Offered
- Estate planning attorney services
- Revocable living trust creation
- Estate plan development
- Will and trust comparison guidance
- Probate avoidance strategies
- Free Trust Starter Kit with educational resources
- Step-by-step estate planning process guidance
- Family Tree Exercise
- Clarity and control support for legacy planning
Services are primarily educational and guidance-based, with support for understanding key documents, terms, and options—clients are connected with licensed professionals for legal or tax-specific advice. The Trust Sherpa’s approach is ideal for those seeking a clear, personal roadmap to protect their family, home, and financial future.
