Shari has worked as an experienced trial attorney for a prominent San Francisco based legal group, for 17 years; handling complex litigation at both the state and federal levels; after graduating from the University of San Francisco School of Law in 1995.


Refining her legal expertise to focus on estate planning and asset protection, she has transitioned into the trust funding niche of estate planning; providing in-house and virtual back office trust funding support for counsel.


University of San Francisco School of Law, Juris Doctor (1995)

Michigan State University (1992)


Active license in the State of California and admitted to practice pro hac vice in over 20 states across the United States, at both the state and federal level.


Admitted to Practice Pro Hac Vice




District of Kansas ​2012

Southern District of New York ​2011

Southern District of Florida​ 2009

District of Wisconsin​ 2008

District of Minnesota​ 2008

New York State Supreme Court ​2007

Western District of North Carolina 2007

Middle District of Florida, Tampa Division​ 2005

District of Massachusetts​ 2005

District of Wyoming​ 2005

Southern District of Ohio​ 2003

South Dakota State Court 2003

State of Nevada​ 2002

Eastern District of Pennsylvania​ 2001

District of South Carolina​ 1998

District of Nebraska​ 1997

Northern District of California​ 1995

Eastern District of California  



Shari Tocchini
Funding Coordinator


Cornerstone Estate Planning

9500 Artesia Blvd Bellflower,

CA  90706


2500 E Ball Rd, Suite 200
Anaheim, Orange County 92806

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