Meet the Team
Chad Brandel, Esq.
President
Chad is President of Trust Experience, Inc., where he specializes in administering complex trust and probate estates as trustee or court-appointed representative. With a background as a Senior Wealth Strategist at Wells Fargo and former Partner at Law Stein Anderson, LLP, Chad brings deep expertise in estate planning, tax strategy, and trust administration to help families navigate the most intricate estate matters with confidence.
Linda Boes
Private Fiduciary
Linda Boes brings extensive leadership and operational expertise to her role as a private fiduciary. For more than 25 years, she has directed business operations for legal services companies and law firms specializing in estates and trusts, giving her a deep understanding of the legal, financial, and personal considerations involved in fiduciary work.
Board of Directors
R. Zebulon Law, Esq., LL.M., CPA
R. Zebulon (“Zeb”) Law is a 30-year attorney and owner of Law Stein Anderson, LLP. Zeb has served many iconic Orange County families for over 30 years and has recently been helping the next generations with their planning.
Matthew G. Stein, Esq.
Matthew G. Stein is a Probate Litigation Attorney and owner of Law Stein Anderson, LLP. He has been named California’s “Super Lawyer” and consistently ranks on the Super Lawyer’s list of top attorneys in Southern California.
Shauna R. Anderson, Esq.
Shauna is an owner of Law Stein Anderson, LLP, and a certified specialist in estate planning, trust, and probate law. She is a tenacious advocate for her clients and fights for them during family inheritance disputes or probate.