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)
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