Meet the Team

Photo of Patti Paz
Patti Paz
Team Leader/Paralegal

Patti has been working with Mark since 1993. She now fills the role of paralegal and Team Leader on the Idaho Estate Planning team. She really enjoys working with older clients and has a passion for helping families maneuver through the process of long-term care for their aging loved ones.

She received a diploma from ITT Technical Institute in the Legal Assistant program in 1989 and attended Boise State University in 1992.

Patti is a long-time Boise resident and is involved with community volleyball and her church’s youth program. She has been married for 26 years and has two daughters.

Photo of Sherri Sheirbon
Sherri Sheirbon
Funding Coordinator

Sherri joined the team at Idaho Estate Planning in 2007. She focuses on asset integration and trust services while helping to produce legal documents and guide clients through the signature and notarization process. Sherri also helps clients work through the funding process.

An active member of Eagle Toastmasters, Sherri is also a Recorded Friends Pastor. She earned her master’s degree in spiritual formation from Northwest Nazarene University.

Sherri enjoys books, faith, food and spending time with her spouse, her three children, and four grandchildren.

Photo of Bill Poulson
Bill Poulson
Director of Client Services

Bill came to Idaho Estate Planning in 2009 after spending ten years with Micron. Bill has more than 20 years in service oriented industries including, hotels, restaurants, retail and even construction. With the Idaho Estate Planning team, Bill focuses on business development and client relations.

Bill graduated from Boise State University in 1989 with a BFA and went back a year later to earn a Culinary Certificate.

Bill is an accomplished cook and enjoys serving a large circle of family and friends. His passions in life include fine arts, good food, hunting, fishing, all things BSU, and most of all his family.