Bari Vallas

Funding Coordinator

As a former practicing litigation attorney, with over 20 years of experience, Bari Vallas, now focuses exclusively on being the “go to” Funding Coordinator for a handful of Estate Planning Attorneys. Bari has over a decade of experience in Trust Funding, making sure that the critical step of Trust Funding is accomplished with detail and accuracy. Trust Funding is the critical step of changing ownership of assets that can be owned by your Trust (such as real estate, bank accounts, brokerage accounts, and business interests) and updating your beneficiary designations for life insurance and retirement, so your plan will work exactly how you intend it to when the time comes. Whether KR Hess Law, PC clients choose to fund their Trusts and Estate Plan themselves, or invest in a Premium Funded Plan, where we handle the trust funding for you, our clients can rest assured that with Bari’s help they have all the expert guidance and instruction they need to make sure this critical step is accomplished with detailed accuracy.