Shelly concentrates on estate planning and trust and probate administration. Her responsibilities include assisting lawyers with:
- Preparation of wills, trust agreements, powers of attorney, and health care documents
- Asset transfers and beneficiary designations
- Valuation of assets
- Estate and fiduciary income tax returns
- Preparation of inventories and final accountings of assets
- Court document drafting and filing
- Management of trust and estate accounts, including annual accountings and bill payment
Credentials
Education
Globe College, Oakdale, MN
Inver Hills Community College
Certifications
- Minnesota Certified Paralegal (MnCP)