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 plan in place to deal with the situation. 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 the rules about long-term care, all while handling her mother’s finances, spending down her assets, and dealing with the Courts to secure a conservatorship.
It was this experience that inspired Kelly to want to educate others and help them with their estate planning. Kelly started working in estate planning as both a Business Office Manager and Paralegal. At The Heritage Law Center, 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.
On a personal note, Kelly is married with two teenage daughters. In her free time, she enjoys hiking, walking her dogs, practicing yoga, traveling, and spending time with family and friends. Kelly graduated from Western New England University with a Bachelor of Science in Business Management.