Meet Sheri L. Kelly
An education-first estate planning attorney in San Jose, here to help you make confident decisions for the people you love.
Hello, I’m Sheri L. Kelly, your neighborhood Personal Family Lawyer® attorney.
What I want is to be the trusted advisor who helps you make the very best personal, financial, and legal decisions for your family across your whole life. My aim is to be here for you now, and also for the moments when you cannot be there yourself, so I can help guide your loved ones through what is often a hard and confusing time.
Put simply, my work is about keeping families from falling apart after a loved one dies or becomes disabled.
I want you to recognize that just by reading this, you have already taken a meaningful step toward peace of mind.
Experience That Keeps You Out of Court
As a counselor, I am dedicated to educating, advising, and providing exceptional value and service to my clients. I recognize the importance of proactive estate planning, and I guide my clients through the decisions that will make sure their wealth is directed to the people and causes that matter to them the most. The guiding principle of my practice is to make sure my clients’ plans work for them and their family when they need them, and to keep my clients out of court and controversy.
Before transitioning to estate planning, I developed my strategic planning skills as a litigator for over 15 years at prominent law firms and in my own practice. I represented individuals and small business owners in consumer protection, breach of contract, real estate litigation, and other disputes. With this experience, I am well positioned to keep my clients out of litigation and court, and to provide certainty and peace of mind for them and their loved ones during the estate planning process.
Credentials & Recognition
Northern California Super Lawyer
Recognized every year from 2019 through 2025. Super Lawyers selections are made by peers, not purchased.
9.7 Avvo Rating
Avvo is an independent third-party attorney rating service. A 9.7 places Sheri in its “Superb” band.
WealthCounsel Member
An active member of WealthCounsel, the national community of estate planning attorneys.
Personal Family Lawyer®
Trained and licensed in the Life & Legacy Planning® process built for busy families.
UC Berkeley
Undergraduate degree from the University of California, Berkeley.
UC Law San Francisco
Juris Doctor from UC Law San Francisco, formerly UC Hastings.
On a Personal Note
I am the mother of two children, and I understand that estate planning is not something you do for yourself. You do it for the people you love.
Among other organizations, I support the Monterey Bay Aquarium, Second Harvest Food Bank of Silicon Valley, and New Ballet in San Jose. I enjoy yoga, scuba diving, cooking, volunteering at my kids’ school, and spending time with my family.
Clients Come First
Building a real connection with each client matters to me. My education-first approach gives you the understanding you need to make the best choice for your own situation.
I have gathered plenty of resources for you, all meant to help keep your family and loved ones out of court and out of conflict if and when something happens to you. Look around, see what speaks to you, and please feel free to request any of these resources at no charge.