Kelly Rose Mason Law Firm
Introduction:
- Estate planning, Trust Administration, Probate Over her 12 years of experience as an estate planner, Kelly has developed a compassionate, cost-effective, customized approach to estate planning.
- In consultation, Kelly considers your goals, assets and responsibilities and how they will be preserved and passed on.
Service:
- Kelly's approach results in a personalized estate portfolio and all the necessary supporting documents to enact your plan.
- Kelly also works with client families and their advisers by regularly evaluating their wealth management needs (estate planning, wealth transfer, specialized asset management, unique beneficiary concerns, philanthropy, family dynamics) and coordinates those investment and fiduciary services with the client family's trusted advisers.
- Kelly offers services to clients via video conference, home visits and work or care facility visits.
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