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About

Estate planning isn’t just about paperwork—it’s about people.

It is about making sure the wealth you’ve built supports the ones you love, without leaving behind confusion, conflict, or unnecessary financial strain.

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I have seen how overwhelming this process can feel. That is why I have dedicated my career to helping families approach it with clarity and confidence. My goal is not just to deliver a document, but to help you explore your options, reduce complexity, and put a plan in place that reflects your values.

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The Difference: A Personal Appointment

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When it comes to Executor Services, I believe families deserve continuity, not a call center. Unlike large trust companies where your file is managed by a rotating cast of employees, you appoint Shannon Williams personally.

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Shannon Williams

Shannon Williams
Estate Specialist | Founder

​What My Credentials Mean for You

​​I hold multiple recognized designations in financial and estate planning. Each represents advanced training and commitment to professional standards:

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  • TEP (Trust & Estate Practitioner): Awarded by the Society of Trust and Estate Practitioners (STEP), this designation reflects specialized education in estate planning, administration, and trust management.

  • CFP® (Certified Financial Planner®): A globally recognized credential in financial planning, representing in-depth knowledge of estate tax planning, asset distribution, and financial risk management.

  • CEA (Certified Executor Advisor): Focused on the unique needs of executors, this credential covers estate administration from asset inventory through to final distribution.

  • MTI (Member, Trust Institute): Membership in the Trust Institute reflects additional training in trust and estate administration.​

  • MFA-P™ (Master Financial Advisor – Philanthropy): Specialized training in strategic charitable giving. I help you integrate philanthropy into your estate plan so your giving is tax-efficient and impactful.

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These designations demonstrate my ongoing commitment to professional development and to maintaining high standards of practice in estate planning and administration.

Estate planning isn’t just about money—it’s about love, family, and peace of mind. With the right support, you can protect what matters most and give your loved ones the gift of clarity.

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Let’s make sure your plan is simple, caring, and truly yours.

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Disclaimer:

The services provided by New Dawn Financial Inc. are focused on financial, estate, and tax planning strategies and are delivered based on professional designations including CFP®, TEP, CEA, MTI, and MFA-P™. Our role is to provide guidance on tax-efficient financial planning and estate strategies; however, our services do not constitute formal legal advice, tax preparation, or investment advice. For legal matters, please consult with a licensed lawyer; for tax filings and disputes, a registered tax professional; and for specific securities recommendations, a licensed investment advisor.

Executor and Trustee appointments are personal appointments of Shannon Williams. When acting in this capacity, an estate bank account will be opened in the estate’s name with a recognized financial institution. New Dawn Financial Inc. provides administrative support but is not a Trust Company, nor a lending or deposit-taking institution.

All content on this website is provided for informational purposes only and should not be relied upon as personalized financial, legal, or tax advice. While we make every effort to ensure accuracy and timeliness, no guarantee is made as to completeness or correctness. Regulations and tax laws change frequently, and users should seek advice tailored to their specific circumstances.

By using this website, you acknowledge that no client relationship is formed until a written engagement agreement has been signed. New Dawn Financial Inc. assumes no liability for decisions made based on the information provided herein.

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