Shelly A. Doerr, Paralegal

Biography

A paralegal on Moss & Barnett's wealth preservation and estate planning team, Shelly A. Doerr concentrates on estate planning and trust and probate administration.  Her responsibilities include assisting attorneys 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

Shelly's 30-year career in the legal industry, as a secretary and paralegal, strengthens the services and cost-effective results the firm delivers to clients.

Practice Areas

Professional Associations

  • Minnesota Paralegal Association – Co-chair of Probate and Tax Law Section, 2015; Member, 2012-Present

Certifications / Specialties

  • Minnesota Certified Paralegal (MnCP)

Education

  • Globe College, Oakdale, MN
  • Inver Hills Community College, Inver Grove Heights, MN