Neeli Shah

Neeli Shah

Estate Attorney


Life can be unpredictable and my life has seen some very interesting twists and turns, which is why I chose a career as an Estate Planning Attorney. I am a mom to two very active boys and spend most of my weekends on a tennis court or a soccer field!


Financial Services | Legal

Estate Attorney

Wills/Revocable Trust

Irrevocable Trust/Estate Tax Planning

Business Succession Planning (?)

Charitable Planning

Filing Cabinet

The Law Offices of Neeli Shah, LLC

The Law Offices of Neeli Shah, LLC


3355 Lenox Road NE
Suite 1000
Atlanta, GA 30326


I believe family (biological or adopted) is the most important asset that my clients have. My clients want to make sure any estate plan is going to work within their unique family dynamics and protect the ones they love.


Members I've Invited

Keval Patel

Keval Patel

Sheetal Desai

Sheetal Desai


AlphaTester 04/29/2022


Buckhead Team

Introduced by:

Joined on 11/02/2018


ParticipationCoOrdinator 04/08/2024
MembershipCoOrdinator 08/04/2022
MentorCoOrdinator 02/09/2020
100% Club 01/21/2022


5-year Pin 11/10/2023
3-year Pin 11/19/2021



PowerLinks Certificate 11/29/2018
Best Client Workshop 05/16/2022
How to Benefit from an Association 02/21/2022
How to Build a Referral Marketing Plan 01/17/2022
Best Client Workshop 02/17/2020
Platinum Card WorkRoom 01/20/2020
Filling The Filing Cabinet WorkRoom 01/20/2020
Filling the Filing Cabinet Workshop 04/15/2019
GateOpener Workshop 03/11/2019
Orientation Essentials 11/19/2018
InfoMinute Seminar 11/19/2018


After every initial meeting, I send the prospective client an intake form that asks for general information about the clients' family as well as their assets and liabilities.  I also scheduled a time for our next meeting - the strategy session, where we dig into the information provided by the client on the data form.  Scheduling the next meeting ensures that the client's work/project keeps moving forward and they know exactly when we will be meeting next and what will be discussed at that meeting.  

Referral Trigger Response