What is an Estate Plan?

An estate plan can help transfer wealth, fulfill philanthropic goals, minimize wealth transfer taxes, maintain privacy, protect assets and provide ongoing management of your affairs if you no longer want or are unable to manage them. Your Kelly Law Group team can help educate you and your family about trusts, and can carry out your estate plan as executor and trustee

Trust Services

THE KELLY LAW GROUP has the experience, knowledge and resources to administer complex personal and charitable trusts. Personal giving strategies can compliment your passions and purpose. Additionally, our experience, insights and guidance for you, help your your family with regard to business succession options.

Estate Settlement

Finally our experience, technical expertise and personalized approach helps your loved ones settle your estate, from filing estate tax returns and attending to administrative details to managing and distributing your assets according to your wishes.