The Trust Sherpa
Trust & Estate Planning ︱ Employee Benefits ︱ Retirement Income Planning
The Trust Sherpa —
Guiding Women to Protect Their Family’s Future
For more than 37 years, Kim Dannettell has been a licensed life and health insurance professional guiding women to protect their loved ones, preserve their assets, and plan confidently for the future. Seven years ago, she expanded her work to include Trust and Estate Planning and became a Citadel Certified Estate Planner and a Notary Public allowing her to guide clients not only in preparing their trust, but also properly funding them so their wishes are carried out privately.
Kim combines her specialized expertise in trust planning and funding with decades of experience in life insurance, employee benefits, and retirement income strategies. This unique combi-nation gives her clients something truly rare - one trusted guide who can help them protect everything they've built, both on the way up the mountain and on the way down.
As The Trust Sherpa, Kim helps women (especially successful, independent professionals and single moms) build their legacy with confidence. She walks them through the trust creation and funding process, helping them protect the people they love from court involvement, probate expenses, probate delays and unnecessary family conflict.
Once the “summit” is reached and the trust is complete, Kim continues to walk alongside her clients. She helps them plan their retirement income, protect their assets, and makes informed decisions about life insurance, health insurance and other coverage options, ensuring Peace of Mind through every stage of life... all the way to their final legacy.
Kim's passion, collaborative style and sincere desire to help others makes her a trusted professional to her clients and their families.
With Kim as your Sherpa,
you don’t climb alone.
Trust & Estate Planning for Empowered Women
With years of experience and a true passion for helping clients secure their financial legacy, Kim helps ensure that wealth is protected and seamlessly transferred to loved ones by
Systematically Helping Everyone Retain Property and Assets (SHERPA)
Through a specialized estate-planning program with Citadel Law and two of the nation’s largest estate planning platforms, Kim guides women and families through the decision-making process to create their trusts and estate plans with clarity and confidence.
Her education, experience, and program offerings allow her to guide each client to the plan and package that best fits their needs. She is also uniquely qualified to assist with aligning assets to the trust, providing protection and certainty at every step.
Whether you're making sure your wishes are carried out, securing your children's future through a trust, or protecting your assets from the government or the unexpected, Kim walks beside you every step of the way with clarity, compassion, and peace of mind.
Let her lead you through the process with care and precision, making your journey toward financial security simple, supported, and empowering.
Two Paths, One Purpose — Protecting What Matters Most
Whether Kim is working with a woman creating her living trust or with a business’s designing employee benefits, her mission is the same:
To protect people, preserve assets, and give peace of mind.
Expert Employee Benefit Guidance
Kim is also a partner at Coast Benefit Consultants, a boutique health insurance agency that supports companies with 10 or more employees.
She began her career working for two of the nation’s largest health insurance carriers — Aetna and UnitedHealthcare, where she gained firsthand knowledge of underwriting, plan design, and corporate insurance operations.
Retirement Planning
Retirement planning and trust planning go hand in hand.
A trust protects what happens to your assets when you are gone — retirement planning protects how you use those assets while you’re alive.
Kim’s goal is simple:
To give her clients confidence and clarity, knowing their estate plan and retirement plan are aligned, comprehensive, and supported by the right experts.
Kim no longer personally provides retirement planning; however, she partners with trusted financial advisors and retirement income specialists. Together, they collaborate to align her clients’ trust wishes with their long-term financial goals.
Kim’s role is to help clients understand how their trust and estate plan connects to their financial plan and to make sure the right professionals are working together. The retirement planning specialist focuses on, reviewing income streams, identifying income gaps, addressing long-term care considerations and developing tax-efficient withdrawal strategies
The Result: Your trust plan and retirement plan working in sync, protecting you today and preserving your legacy for tomorrow.
Ready to feel confident about your future? Connect with Kim today.
Your path to protecting your legacy begins here. Start building your financial confidence with clarity today.
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Disclosure: The Trust Sherpa is not an attorney or CPA and does not provide legal or tax advice. All information shared is for educational purposes only, and designed to help you understand your options to make informed decisions about your estate plan. For legal or tax-related questions, please consult with a licensed estate planning attorney or qualified tax professional. Our role is to guide you through the process, help clarify your goals, and connect you with the right resources to complete and fund your plan