How We Help
Every family is different, so every plan is different. Here is how we protect the people and the things that matter most to you.
We work with you to build a plan tailored to you, drawing on any of the services below depending on what suits you and your family best. Every fee is flat-rate and agreed on up front, so nothing ever catches you off guard.
Estate Planning For Busy People
Here’s what we promise you: the right plan, at a fair price, built to hold up when you and the people you love truly need it.
Our Life & Legacy Planning® Process was created with busy lives in mind. We understand that the single greatest danger to you, and to everyone who depends on you, is simple. If getting a plan in place feels hard, it never gets done. That’s why every part of the way we work is built to make putting your plan together as easy and affordable as possible, and to keep it current as your life unfolds.
About Sheri L. Kelly
Hello, I’m Sheri L. Kelly, your neighborhood Personal Family Lawyer® attorney.
What I’ve learned is that your legacy reaches well beyond wills, trusts, and money. As your trusted advisor, I help you make the strongest legal decisions for your family, offering the kind of care and attention that once belonged only to the very wealthy.
My whole reason for doing this work is simple. I want to help families avoid falling apart after a loved one becomes ill or passes away. Our Life and Legacy Planning model looks after what happens to your assets, and it also sets you up to pass on what truly matters: your values, your priorities, your relationships, your life, your legacy.