Kelly’s interest in estate planning came from her personal experience with her mother who was diagnosed with Alzheimer’s. When her mom became unable to care for herself, Kelly found that her mother had no estate plan in place. Kelly got a crash course on what it was like to be ill-prepared for the unexpected. She found herself dealing with her mother’s medical situation, applying for MassHealth, and learning about long-term care, all while handling her mother’s finances, spending down her assets, and dealing with the court to secure a conservatorship.
This experience inspired Kelly to educate others and help them with their estate planning. She has worked in estate planning as a Business Office Manager and Paralegal. She helps clients by using her specialized legal knowledge to support Matt in the preparation of trusts, wills, health care proxies, powers of attorney, and other related documents.
Kelly is married with two teenage daughters. She enjoys hiking, walking her dogs, practicing yoga, traveling, and spending time with family and friends. She graduated from Western New England University with a Bachelor of Science in Business Management.