Samantha M. Moe is the Funding Paralegal for the firm. Sam is originally from Milton, Wisconsin, and moved to Madison to complete her undergraduate studies at the University of Wisconsin-Madison. She graduated with a Bachelor of Arts in Political Science and a minor in Public Policy. Sam joined the firm in 2022 and in her current role works directly with our clients and their financial institutions and advisors, coordinating clients’ assets with their estate and business plans. Throughout the funding process she gathers asset information, prepares and presents funding documents in client meetings, and conducts follow-up after the initial funding has been completed to ensure assets are coordinated completely and correctly. Having come from a small town, Sam values building relationships with clients and becoming a familiar face as they go through the estate planning process, striving to make the client experience as smooth and enjoyable as possible.

In her free time, Sam enjoys reading, being outdoors, and spending time with her sisters, friends, and cats. She loves travelling and hopes to visit every state in the U.S., having visited almost half of them already.

If you have questions about funding or our funding process, feel free to reach out to Sam via email, or by calling our office at 608-828-4880.