Shari Mattingly-Bevan founded the Law Offices of Shari Mattingly-Bevan in Santa Ana, California. Her practice is focused on the areas of estate planning, estate and trust administration, as well as estate and trust litigation.
- Juris Doctor degree (law degree)
- Emphasis in the study of taxation in law school
- Chartered Financial Consultant (ChFC®) designation
- Chartered Life Underwriter (CLU®) designation
- Insurance licensed in California, South Carolina and Arizona
Shari Mattingly-Bevan has been a licensed California attorney since 2000. Her practice is primarily focused on estate and tax planning; including estate planning, trust and estate administration, as well as trust and estate litigation. Ms. Mattingly-Bevan also has vast experience in the fields of financial advising, retirement planning, insurance services, long term care planning, as well as risk management. She holds the designations of licensed Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).
As a result of Ms. Bevan’s experience, she has worked collaboratively with her legal clients’ financial advisors for the benefit of the clients, and she has been a guest speaker for several professional organizations on the topics of long term care, tax and estate planning matters.
This breadth of experience enables Shari Mattingly-Bevan to assist her clients from a holistic approach to ensure that clients are anticipating and planning for all facets of their estate, including protecting it by minimizing taxes and reducing the risk of catastrophic care costs. Shari has adeptly assisted hundreds of clients over the years and she finds the most rewarding component of her profession to be able to serve her clients well.
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